Episode 347: 529 Plans and Scholarships- Smart Moves When Your Child Gets a Big Win

from Managing To Be Wealthy · host John E. Sestina and Company

What happens when your child lands a big scholarship—and you still have money in their 529? In this episode, we break down the common “now what?” questions families face. We talk about using leftover funds without penalties, timing withdrawals, shifting beneficiaries, how scholarships interact with education tax credits, and whether extra 529 money could affect siblings’ […]

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This episode is 23 minutes long.

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This episode was published on March 5, 2026.

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