Everything You Need to Know About 529 Plans with Tammy Pompei

Tammy Pompei, CFP® covers everything you need to know about 529 savings plans, which are state-sponsored, tax-advantaged savings accounts designed for education, offering tax-free growth and withdrawals for qualified expenses like tuition, fees, and room and board. Tammy discusses the benefits of these accounts, how they're a good choice for gifting to children or grandchildren, how to address unused funds, and how to roll them over into a Roth IRA.