In this episode, Mike and Taylor provide an introduction to 529 saving strategies as well as consider the new 529 to Roth Conversion Rule. 529 accounts are a savings plan used primarily for college savings, but have been expanded to be used for K-12 tuition, apprenticeships, and even career based education programs
These new changes have the potential to be beneficial to clients and listeners when navigating the best strategy for education savings and what to do with remaining 529 savings after children or grandchildren graduate.
