529 College Saving Plans: What Every Parent Should Know
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529 College Saving Plans: What Every Parent Should Know
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Episode Description: Think a 529 plan is a waste of money if your kid doesn't go to college? Think again! Host Susan Speirs sits down with my529 CFO Troy Runnells to break down the hidden flexibility of these college savings accounts. Susan and Troy cover everything from how 529 accounts work, to basic tax perks, to qualified expenses. And they explain a newer option: the Roth IRA rollover, a powerful tool that pivots unused education savings into a retirement nest egg for your child.
About Your Host & Guest
Talk To Your CPA host Susan Speirs, CPA, is CEO of the Utah Association of Certified Public Accountants. Susan brings decades of firm ownership experience to the podcast.
Troy Runnells, CPA, is the Chief Financial Officer for my529 in Utah. Troy has decades of experience as a Certified Public Accountant and has over 20 years of experience in education savings plans.
Talk To Your CPA is proudly powered by the Utah Association of CPAs.