a woman wearing sunglasses with the words christmas playlists on her feed Alt: 529 vs. Roth IRA for Kids

🤨New 2026 rule = unused 529 funds can roll to a $Roth $IRA for the beneficiary.
If your kid doesn’t use all college savings, they get a retirement head start.
#529plan

March Madness? Try Tuition Madness. Some schools top $350K for 4 years. Do you have a plan? Let’s build a smarter path with 529 strategies and disciplined investing. Contact us to start. #MarchMadness #529Plan #CollegeSavings #FinancialPlanning #LRGWealthAdvisors

March Madness? Try Tuition Madness. Some schools top $350,000 for 4 years. Do you have a plan? Let’s build a smarter path with 529 strategies and disciplined investing. Contact #LRGWealthAdvisors to begin.

#MarchMadness #529Plan #CollegeSavings #FinancialPlanning #MarchMadnessBracket

How To Use A 529 Plan For Private Elementary And High School You can now use a 529 plan for K-12 Education up to $20,000 per year to pay for your children's private primary and secondary eduction expenses.

529 plans now allow for up to $20k/year on K-12 private education. Learn all the changes for 2026:
#529plan

How Does A 529 Plan Affect Your Financial Aid And FAFSA? How does a 529 plan affect your financial aid and how to report a 529 plan on your FAFSA.

Thinking of using a 529 plan for college savings? It can affect your financial aid if not managed wisely. Account ownership plays a pivotal role!
#529plan

What Are Qualified Expenses For A 529 Plan? Wondering what are qualified expenses for a 529 plan? Here's exactly what can and can't be covered by your 529 college savings plan.

Planning for college? Knowing what a 529 plan covers can save you money. From textbooks to tech, avoid surprises by understanding qualified expenses.
#529plan

I’m not anti-529. I’m anti imbalance.
$100/month in a 529 won’t cover 99% of colleges. College planning isn’t just saving—it’s strategy, honest conversations, and avoiding parent debt later. Listen to the podcast

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#CollegePlanning #529Plan #PayingForCollege

How Much You Should Have In A 529 Plan By Age How much you should have in a 529 plan to save for college for your children by age, including high and low contributions for public and private school.

Wondering how much should be in your child's 529 plan by each age? Here's some guidance:
#529plan

IUL's are a smarter alternative to traditional 529 plans.
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Treasurer Fiona Ma on College Savings, CalABLE, and Building Financial Security From Birth Treasurer Fiona Ma explains college savings, CalKIDS participation, and CalABLE with Robert Farrington on The College Investor podcast.

Fiona Ma shares how California's ScholarShare 529, CalKIDS, and CalABLE programs empower education savings and support for disabilities.
#529plan #education

529 Plan Contribution Limits: What Are The Annual And Aggregate Caps? While the IRS doesn't impose 529 plan contribution limits, states do set aggregate maximums for their 529 plans and may set annual caps too.

Planning for future education costs? 529 plans offer unique tax advantages and flexibility. Discover how state-specific limits affect your contributions and optimize your savings.
#529plan

How To Use A 529 Plan For Trade School Planning to attend a trade school and wondering if you can use the money from your 529 plan? Here's what you need to consider and how to cover shortfalls.

Did you know that you can use a 529 plan for trade schools and apprenticeships? Here's how to qualify:
#529plan

The Best Brokers To Open A 529 Plan If you are in the market for a 529 plan these are the best brokers to choose from!

Wondering where to open your 529 plan? It’s less about which broker you choose and more about what your state offers. Many states give tax perks—but only if you stick with their plan. Make sure you’re not leaving any benefits on the table.
#529plan
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💰 Did you know a 529 Plan with its tax-free growth can fund not just college, but also K-12 education, vocational, and trade schools? 🌟 It’s a smart way to prepare for your child's future! Let's get started? Visit: wix.to/OyfTK4I #SmartSavings #EducationFunds #529Plan

Leftover 529 Funds? Here’s How Families Can Use Them Learn how to handle leftover 529 funds without penalties. Options include Roth IRA rollovers and transfers.

Leftover 529 money isn’t wasted. You can roll it into a Roth IRA, repay up to $10K in student loans, or use it for more education—even for future generations.
#529plan
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How to Use a 529 Plan as a Smart Way to Save for Your Education Like the Wealthy Student loans are one of the major reasons why Millennials are experiencing a decrease in their net worth, according to Forbes. This nearly $2 trillion (yes, trillion!) issue holds many people back fr...

Worried about student loans affecting your net worth? Learn how to leverage a 529 plan to save effectively for education like the wealthy do! Read more: wix.to/blrclhB #529Plan #EducationSavings #WealthBuilding

A new budget bill gives kids born 2025–2028 a $1,000 investment boost and makes 529 education savings plans more flexible than ever — covering college, trade school, licensing, and more. This could open doors for millions of Americans. How would you use this head start? #trump #529plan #bbb #school

Too many parents go into debt for college because they feel guilty. Your child can still get a great education without you wrecking your retirement. Smart planning beats emotional spending.

#FYP #CollegePlanningTips #TuesdayTips #DemystifyingMoney #529Plan #SmartMoneyMoves #RetirementMatters

How To Take Money Out Of A 529 Plan To Actually Pay Your College Bill Taking money out of a 529 plan is more complicated than putting money into a 529 plan. Here's how to take money out without getting penalized.

529 plan withdrawals need to be handled carefully. Not every college bill counts. Know what qualifies, how to avoid penalties, and when to take cash. Your future self will thank you.
#529plan
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529 Plan Assets Reach $568B as Families Save for Education 529 plans grew nearly 8% in Q2 2025, ahead of major rule changes expanding qualified expenses.

Big quarter for 529 plans: 8% growth and $4B in inflows before new rules even kicked in. Expanded uses now include job training and licensing exams.
#529plan
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The 529 Plan Master Blueprint: Unlocking Hidden Flexibilities and Tax Advantages for Your Family’s Future "Explore the evolution of the 529 plan. Our guide covers tax benefits, the SECURE 2.0 Act, Roth IRA rollovers, and expanded qualified expenses."

More Than College: How the SECURE 2.0 Act Transformed the 529 Plan into a Versatile Financial Tool
#529plan #CollegeSavings #SecureAct #RothIRA #FinancialPlanning #EducationSavings #TaxAdvantages #FactRage #FactRageNews

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Parents Are Saving For Kids But Not The Smart Way A new survey finds 66% of parents are saving for college, but only 24% are using 529 plans, the most effective tax-advantaged option.

Only one in four parents are using 529 plans to save for their child’s education. Half of those not using one say they’ve never even heard of it. Huge gap.
#529plan #college
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Starting a 529 Plan while your kids are little can make a world of tax savings when they go to college.
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Families Get More Flexibility with 529 Plan Changes 529 plan funds can now cover books, online materials, and testing fees for K-12 students.

529 plans just became more useful for families. Standardized test fees, online learning tools, and curriculum materials now qualify for K-12 use. Not all states are on board, so know the rules before spending.
#529plan
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How To Use A 529 Plan For Private Elementary And High School You can now use a 529 plan for K-12 Education up to $20,000 per year to pay for your children's private primary and secondary eduction expenses.

A 529 plan doesn’t just help with college anymore. You may now withdraw up to $20k per year for private K–12 tuition. Big change. Know your state rules.
#529plan
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