Insights

Explore valuable perspectives from our team, featuring articles by Dianne Nolin CFP®, CDFA® Cecile Hult CFP®, CDFA® Eric Ashburn CFP®, CEPA®, CDFA®, CeFT® Joe Gallemore CIMA® CExP™ Jamie S. Blum CPA, CDFA® Alyce Phinney CDFA® Emily Pelletier CGSP® Rasha Bitar CFF®, CGSP® Sierra Lawrence CGSP®  Brett Colbert Maggie Shipley Kayla Hufker

A Fresh Look at 529 Plans

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.

Picture of Eric Ashburn, CFP®, CEPA®, CDFA®

Eric Ashburn, CFP®, CEPA®, CDFA®

Partner & Private Wealth Advisor

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