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The New Era of 529 Savings

November 4, 2025

CSF Chair Chris McGee sat down with Real Wealth Founder Jim Silbernagel for The Slice Podcast, in a highly informative discussion of “The New Era of 529 Savings.”  This includes how 529s have become more flexible and useful to more and more families – helping them to avoid debt and cover as qualified tuition the costs of certifications from welding to aviation mechanics.  They talked about the importance of 529 gifting, and the long-term financial benefits of rolling unused 529 funds into a Roth IRA under certain circumstances, 

Listen to the podcast at The Slice Podcast

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