<p><span style="font-size: 16pt;">On this week’s episode of <em>Educational Insights</em>, Robert Moody breaks down the latest updates to 529 plans, including new tax benefits, scholarship withdrawal flexibility, and even the ability to roll unused funds into a beneficiary’s Roth IRA. These changes give families more control than ever over education and retirement planning, with several little-known rules that could make a major financial difference. Don’t miss this quick breakdown of what’s new, what’s changing, and how to make the most of your 529.</span></p> <p><span style="font-size: 16pt;">Watch to learn more.</span></p> <p><span style="font-size: 14pt;"><a href="https://fiplanpartners.com/our-team/robert-moody/">Robert Moody, CFP®, CEPA®</a></span><br /> <span style="font-size: 18.6667px;">Senior Vice President</span><br /> <span style="font-size: 14pt;"> Wealth Consultant</span><br /> <span style="font-size: 14pt;"> Email Robert Moody <a href="mailto:[email protected]">here</a></span></p> <p><span style="font-size: 14pt;">Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. </span></p> <p><span style="font-size: 14pt;">The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.</span></p> <p><span style="font-size: 14pt;">Economic forecasts set forth in this presentation may not develop as predicted.</span></p> <p><span style="font-size: 14pt;">No strategy can ensure success or protect against a loss.</span><br /> <span style="font-size: 14pt;"> Stock investing involves risk including potential loss of principal.</span></p> <p><span style="font-size: 14pt;">Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.</span></p><p>The post <a href="https://fiplanpartners.com/529-plans-overview-and-important-changes/">529 Plans – Overview and Important Changes</a> first appeared on <a href="https://fiplanpartners.com">Fi Plan Partners</a>.</p>