In this episode, Ara Oghoorian, CFP® explains what to do when you have leftover money sitting in a 529 college savings plan and how to actually use it wisely.

College is expensive, and 529 plans are a great way to save while getting some tax advantages. But what if your kid got a scholarship, stayed local, or didn't use the money at all? Now you have extra funds in the account - what can you do with that money?

We cover everything from changing the beneficiary to rolling the money into a Roth IRA, plus a few other things most people don’t even know they can do with unused 529 funds.

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Financial Advisor in Los Angeles, CA
CPA in Los Angeles, CA

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