Rollover Option in 529 Plans: Not a Primary Retirement Strategy

Discover how the rollover option in 529 plans can mitigate oversaving concerns but is not ideal as your main retirement savings strategy. Learn more about retirement planning and investment strategies.

A visually appealing image of a financial planner's desk with a 529 plan brochure, a retirement savi
Rollover Option in 529 Plans: Not a Primary Retirement Strategy

The rollover option helps address concerns of oversaving in 529 plans, but it shouldn't be relied upon as a primary retirement savings strategy.

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