529 plans remain one of the most effective ways to prepare for education expenses while supporting long-term financial goals. In this video, Eric Ashburn shares an updated look at how these accounts work and the unique advantages they provide.
Key highlights:
Tax-free growth and tax-free withdrawals for qualified education expenses
Flexibility for college, trade schools, and up to $10,000 per year for K–12
Ability to use up to $10,000 toward student loans
A new rule allowing $35,000 to roll into a Roth IRA (with certain requirements)
529 plans continue to be a valuable part of both education funding and wealth planning strategies. Reach out to our team to see how a 529 could fit into your financial plan.

Eric Ashburn, CFP®, CEPA®, CDFA®
Partner & Private Wealth Advisor