Alan (caller)
Family member and caller to the show seeking advice about a well-funded 529 college savings account for his son; describes having $120,000 remaining and discusses plans to keep the account generational.
Best podcasts with Alan (caller)
Ranked by the Snipd community
Mar 16, 2026 • 8min
Can We Keep My Son’s Leftover 529 Money for His Kids?
Alan, a family member who funded a $120,000 529 for his son, calls about preserving it for future generations. Conversation covers Secure Act 2.0 Roth rollover rules, keeping the account as an education endowment for grandchildren, projected long-term growth if left untouched, and flexible beneficiary and transfer options for relatives.
