Only a small percentage of parents leverage 529 plans to save for their children’s education, despite these plans being a powerful tool for college funding.
The guys discuss the advantages of these 529s over other savings vehicles, recent legislative changes from the One Big Beautiful Bill Act and strategies for utilizing leftover 529 savings, including transferring to a Roth IRA or reallocating toward student loan repayments. Plus, they explore how 529s can be used for different levels of education – not just at a collegiate level.
Have questions or ideas for Hunter and Judson? Reach out at cainwatters.com/wealth. Don’t miss an episode, subscribe and leave the guys a review on Apple Podcast, Spotify, or wherever you listen.
