Grandparents, Gifting, & Education: Smart Tips for 529 Plans

Join us on "Purposeful Planning" as we explore the robust benefits of 529 plans for education funding. Whether you're a parent or grandparent, discover how these tax-advantaged accounts can support your student's educational journey from K-12 to college and beyond while offering you significant estate and tax planning advantages. 

Sources:   

1. https://www.aspenwealthmgmt.com/resource-center/blog/what-you-need-to-know-about-529-plans  
2. https://www.usbank.com/financialiq/manage-your-household/pay-for-education/using-529-plans-for-k-12-school-tuition.html  
3. https://www.savingforcollege.com/article/can-you-use-a-529-plan-to-pay-for-study-abroad  
4. https://www.savingforcollege.com/article/10-rules-for-superfunding-a-529-plan  
5. https://www.irs.gov/forms-pubs/about-form-709  
6. https://www.usnews.com/education/best-colleges/paying-for-college/articles/what-to-know-about-paying-student-loans-with-529-plan-funds  
7. https://www.fidelity.com/learning-center/personal-finance/529-rollover-to-roth  
8. https://www.aspenwealthmgmt.com/resource-center/blog/fafsa-changes-2024-25/  
9. https://www.aspenwealthmgmt.com/resource-center/smart-tips-for-529-plans  

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  

This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. 

This recorded posting utilizes AI generated voiceovers. While the Firm strictly prohibits the use of AI for advisory activities constituting investment advice, financial plans, portfolio analysis and management, and reporting, the use of AI for other purposes, such as voiceovers, is permitted and utilized for the firm’s recordings. 

Hosted on Acast. See acast.com/privacy for more information.