The 529 Plan Strategy Every Grandparent Should Know #shorts

A 529 plan can be one of the most powerful tools for helping a child or grandchild pay for future education expenses. Not only does the account offer tax-free growth for qualified education costs, but recent rule changes have made 529 plans more flexible than ever before. In this video, we discuss: • How 529 plans work • The tax advantages of education savings • Qualified education expenses covered by a 529 plan • The new Roth IRA rollover opportunity • How the 15-year rule works • Estate planning benefits for grandparents • The "superfunding" strategy using annual gift exclusions • Why your retirement plan should come before college funding For families looking to help future generations while maintaining tax efficiency, a 529 plan may be worth exploring as part of a broader financial strategy. 👉 Schedule a call with the Legacy Investment Services Team today: https://www.legacy-investment-services.com/contact-us

Added 25 Jun 2026