The One Big Beautiful Bill Act didn't just tweak the rules around 529 plans — it doubled the K-12 distribution limit, widened the list of qualified expenses, and opened the door to larger tax-efficient contributions through 5-year gift-tax averaging. If you're funding education for kids, grandchildren, or anyone else, these changes could mean more flexibility and bigger opportunities than your current plan accounts for.

This tip sheet breaks down three ways OBBBA changed 529 plans and what to check before you assume the old rules still apply. Download the tip sheet to start the conversation with your Kaufman Rossin advisor..