What Now? Strategies for Unused 529 Plan Funds

What this episode covers

College is over, but there’s money left in your 529 plan. Now what? In this episode of The Field Guide, Brian explores smart ways to put those leftover funds to good use, from rolling them into a Roth IRA to covering other educational expenses—all while avoiding penalties and maximizing value. Tune in to learn the best options for your excess 529 savings! Full show notes: https://www.bonfirefinancial.com/unused-529-plan-funds/ To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com Disclosure: https://www.bonfirefinancial.com/disclosure/

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Frequently Asked Questions

How long is this episode of Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It.?

This episode is 8 minutes long.

When was this Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It. episode published?

This episode was published on November 6, 2024.

What is this episode about?

College is over, but there’s money left in your 529 plan. Now what? In this episode of The Field Guide, Brian explores smart ways to put those leftover funds to good use, from rolling them into a Roth IRA to covering other educational expenses—all...

Can I download this Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It. episode?

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