What's happening in the 529 plan space?

Assets in 529 plans recently passed $500B as the flexibility of using account assets continues to grow beyond college tuition. Scott Morrison of Saving For College, the 529 industry's most trusted information resource for advisors and consumers, provides an overview of new rules and trends in the 529 education savings market including the recent Roth IRA rollover provisions. Additionally he'll address what's now covered as a qualified 529 expense, impacts on student financial aid, and some ideas on using 529 plans to build your practice. 3 Learning Objectives: - Recent 529 plan regulatory changes have broadened the appeal of 529s as an savings vehicle to a wider swath of the US population - The 529-to-Roth IRA rollover provision activated in 2024 removes a meaningful barrier to offering 529s to potential clients - Learn the latest on qualified expenses and impacts to financial aid