Skip to content

Publication Date: April 2026

Most families don’t know the full power of 529 plans

Today, 529 plans offer flexible, tax-advantaged savings beyond traditional college. Recent updates expand their use to K-12 tuition, vocational training and the option to transfer unused funds to a Roth IRA. Our Bill Cass explains the ways to optimize the benefits of 529 savings plans.
Literature Code: 
BC529-PWR
Format 
PDF