Tag: 529 Accounts
How Can I Benefit From a 529 Roth Conversion? With Tony Luckhardt, ​​MBA, CFP®, CRPC®

How Can I Benefit From a 529 Roth Conversion? With Tony Luckhardt, ​​MBA, CFP®, CRPC®

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Saving for college may seem like it starts as soon as you learn about a new addition to the family. With all the discussions about 529 plans to invest in future educational expenses, recent changes have actually made things better, for the most part.

In this episode, Tony Luckhardt, ​​MBA, CFP®, CRPC®, discusses changes to rules around  529  accounts and how they relate to saving for college, and maybe even retirement expenses. He explains the basics of 529 plans, including their tax advantages and options for unused funds. 

Tony shares more about:

  • How the Secure Act 2.0 plays into this saving strategy 
  • A new provision that allows for a rollover of funds from a 529 account into a beneficiary’s Roth IRA
  • The rules around 529 to Roth conversions
  • And more

Resources:

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A Chat About 529 Accounts and College Planning with Nick Roth, CFP®

A Chat About 529 Accounts and College Planning with Nick Roth, CFP®

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Have you considered opening up a 529 account? There may be more to consider than you realize! 

In this episode, Nick Roth, CFP®, will help you understand some of the general rules and benefits behind 529 accounts. He also shares the impact that 529 accounts can have on an individual’s eligibility for financial aid.

Nick shares more about:

  • Explains what a 529 account is
  • How you can benefit from a 529 account 
  • The rules and limitations of 529 accounts
  • And more

Resources:

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