09/09/2026
A 529 plan can do much more than simply help pay for college.
In Episode 105 of the Arista Wealth Management Podcast, Paul Moffat and Jordan Naffa explore how 529 plans have evolved into increasingly flexible planning tools for parents, grandparents, and families preparing for future education expenses.
They discuss tax advantages, lifetime contribution limits, qualified expenses, changing beneficiaries, and how unused funds may create additional planning opportunities.
With thoughtful planning, a 529 account may even extend beyond one student's education and become part of a family's multigenerational legacy.
Listen now at https://www.buzzsprout.com/1089713/episodes/19754720