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College Is Expensive. Here’s How Smart Parents Plan for It.

College Is Expensive. Here’s How Smart Parents Plan for It.

Money Rehab with Nicole Lapin · Feb 23, 2026

Plan for your child's education with 529s, Coverdell ESAs, & prepaid tuition. Learn how to maximize savings and adapt to modern needs.

Unused 529 College Savings Can Convert Into a Roth IRA for Retirement

A recent rule allows up to $35,000 from a 529 plan (open for 15+ years) to be rolled into a Roth IRA for the beneficiary. This mitigates the risk of over-saving and provides a powerful retirement head start.

College Is Expensive. Here’s How Smart Parents Plan for It. thumbnail

College Is Expensive. Here’s How Smart Parents Plan for It.

Money Rehab with Nicole Lapin·2 days ago

Custodial UGMA/UTMA Accounts Offer Flexibility but Forfeit Parental Control

While custodial accounts (UGMA/UTMA) can be used for any expense benefiting a child, they have a major risk: the child gains full, unrestricted control of the assets at the age of majority (18 or 21), regardless of parental wishes.

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College Is Expensive. Here’s How Smart Parents Plan for It.

Money Rehab with Nicole Lapin·2 days ago

“Super-Fund” a 529 Plan by Gifting Five Years of Contributions at Once

The IRS allows a special provision to contribute up to five years' worth of gift-tax-exempt funds (e.g., $95,000) into a 529 in a single year. This tactic front-loads the account to maximize the time for tax-free compounding.

College Is Expensive. Here’s How Smart Parents Plan for It. thumbnail

College Is Expensive. Here’s How Smart Parents Plan for It.

Money Rehab with Nicole Lapin·2 days ago

You Can Choose a 529 Plan From Any State to Find Lower Fees

You are not restricted to your home state's 529 plan. While some states offer residents a tax deduction, many do not, making it advantageous to shop out-of-state plans for lower fees and better investment options.

College Is Expensive. Here’s How Smart Parents Plan for It. thumbnail

College Is Expensive. Here’s How Smart Parents Plan for It.

Money Rehab with Nicole Lapin·2 days ago