05/29/2026
Happy 529 Day! A 529 plan is a simple, flexible way to start saving early - and it can be used for any family member. Here are a few fun facts (on Friday):
Many people are surprised to learn that 529 funds can be used for K–12 tuition, trade schools, vocational programs, and even study abroad, as long as the school is accredited.
529 plans can now help jump‑start retirement savings. Unused 529 funds can be rolled into a beneficiary's Roth IRA (up to $35,000 over time), offering a powerful long‑term planning opportunity.
You don't have to use your own state's plan.
Families can choose any state's 529 plan, comparing fees, investment options, and tax benefits to find the best fit.
529 plans cover more than tuition. They can pay for books, room and board, technology, required supplies, and more—helping manage a wider range of education-related costs.
Have questions on how it works? We are always here to help!
