New option available for excess 529-plan funds episode artwork

EPISODE · Dec 12, 2023 · 5 MIN

New option available for excess 529-plan funds

from South Carolina Business Review · host Mike Switzer

Imagine that you have saved diligently over the years to fund your child’s 529 education savings plan, but instead of the expensive private college originally planned for, your daughter chose to enroll at a public university. So now that you have money left over in that 529 plan, what can be done with it? Our next guest says that the good news is that a new option is available now that could help build a retirement fund for your daughter. Mike Switzer interviews Laird Green, a certified financial planner with Abacus Planning Group in Greenville, SC.

Episode metadata supplied by the publisher feed · Published Dec 12, 2023

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New option available for excess 529-plan funds

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