Superfund a 529 Plan – What You Should Know

Superfund a 529 Plan What You Should Know

Superfunding a 529 plan is a powerful college savings strategy.

Not only can it provide years and decades of potentially tax-free growth, but it can only benefit your estate if you may be subject to a federal or state estate tax.

If you are curious how to superfund a 529 plan, what it means to file a gift tax return, and the benefit of superfunding a 529 plan, this episode is for you.