#257 - 5 to 9 Things You Don’t Know About 529 Plans with Chris Stack

5 to 9 Things You Don’t Know About 529 Plans with Chris Stack

Hosts Brad Wright and Kevin Williams are joined by attorney and consultant, Chris Stack.
-Chris is managing consultant, Savingforcollege.com, is a nationally recognized 529
authority and experienced in educational finance. An attorney for over 30 years, licensed
in New York & Pennsylvania, Chris has experience in finance, investments and law
relating to tax advantaged products, including Section 529, since it became federal law in
1996.
- He has been credited for actively and successfully initiating, advocating and assisting in
the 2022 federal tax law changes allowing for “leftover” 529 funds to be transferred to a
Roth IRA. He’s also assisted several states and plan managers implementing their 529
investment plans that now service over $20B in assets.
-Currently, Chris advises and consults with sponsoring state agencies, program managers
and investment companies, and presents nationally to financial advisors, accountants, and
attorneys on 529 plans.
They discuss:
-The effects of the Big Beautiful Bill on 529 plans
-How to choose the right 529 plan
-Rules around converting leftover 529 funds to a Roth IRA
-Why 529 accounts should be considered as part of any estate plan

For more on Saving For College:
Savingforcollege.com
To contact Chris:
cstack@savingforcollege.com