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Maximizing 529 Plans, Beneficiaries and Smart Retirement Planning

Maximizing 529 Plans, Beneficiaries and Smart Retirement Planning

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In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss how to make the most of leftover 529 college savings funds, including new rollover options to Roth IRAs under the SECURE Act 2.0, changing beneficiaries, funding K–12 tuition, apprenticeships and even paying down student loans. They also highlight the importance of keeping beneficiaries up to date and making informed, tax-efficient decisions as part of a comprehensive retirement strategy. As always, they emphasize the value of proactive planning to minimize penalties, reduce taxes and create long term financial confidence.

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