Tyler Scott
President of Planning at White Coat Planning and former dentist, serving as a financial planning expert who co-hosts discussions on education savings, 529 rules, and retirement planning in this episode.
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Mar 19, 2026 • 1h 7min
WCI #463: 529 Plans: How Much to Save and What They Can Be Used For
Tyler Scott, former dentist and President of Planning at White Coat Planning, guides listeners through education savings choices. He breaks down how much to fund a 529 for a newborn and why early saving can lead to overfunding. He explains qualified uses, safety valves for excess funds, the new 530A “Trump” accounts, and whether 529s can cover continuing education like CME.
