Back-to-school season is upon us, which serves as a great reminder to consider how you can help your children or grandchildren fund their higher education.

There are two popular options: a 529 plan or a Roth IRA. 529 plans are a well-known option designed
specifically for this purpose. Distributions from a 529 plan can be used to cover the cost of attendance at a public, private or religious K-12 school in addition to higher education. However, a Roth IRA can provide more flexibility, allowing you to earmark as much or as little as you want for higher education expenses.

To learn which of these two options is best for you, click here to download “Planning to Save for Higher
Education: Roth IRA vs. 529 Plan.”

For professional assistance with your education planning needs, contact our office at to
schedule a time for a visit.

Have unused funds in a 529 you’d like to move to a Roth? There are new options available now under
SECURE 2.0, but some limits and fine print to navigate. Let’s discuss if this is of interest!