EPISODE · Nov 6, 2024 · 8 MIN

What Now? Strategies for Unused 529 Plan Funds

from Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It. · host Bonfire Financial | Brian Colvert CFP®

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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