Advanced 529 Planning: 529-to-Roth, Dynasty 529, And Other HNW Opportunities - Recorded

Over the past few decades, higher education costs have increased at a pace far exceeding inflation. In an effort to help save for such costs, many families have turned to 529 plans. While the basic mechanics of such plans are well understood by most advisors, 529 planning can become surprisingly complex, especially when planning for multiple (generations of) potential students, or when 529 plan funds are used for purposes other than higher education. Join Lead Financial Planning Nerd, Jeff Levine, at the July Kitces Monthly webinar, where you’ll explore many of these complexities and take a deep dive into some of the more challenging aspects of 529 planning.