What to Do with an Overfunded 529 Account

When you’ve been diligently saving for your child’s or grandchild’s education, having extra money left in a 529 plan might seem like a good problem to have—but it’s still a problem that needs solving. In this episode, we’re breaking down your options for unused 529 funds, from Roth rollovers to saving for future generations. Tune in to learn how to maximize those savings without taking a tax hit! 

Sources:   

1. https://www.aspenwealthmgmt.com/resource-center/blog/your-529-plan-and-secure-2  
2. https://www.aspenwealthmgmt.com/resource-center/blog/financial-gifting-to-grandkids  

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