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Planning Ahead: 529s and Retirement

Discover how 529 plans can play a pivotal role in estate planning, while also exploring essential parts of your retirement journey.

Harnessing the Power of 529s in Estate Planning


As you diligently plan for your financial future, you’ve maximized contributions to your employer retirement plans and individual retirement accounts (IRAs). You may find yourself asking, “What can I do next?” Enter the 529 plan, a powerful tool that not only supports education funding but also offers unique benefits for estate planning purposes. Let’s delve into how strategically utilizing a 529 plan can enhance your long-term financial strategy and leave a lasting impact on future generations. Our two topics of discussion are as follows:

  • Leveraging 529s
  • A Unique Feature

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Retirement: Making the Most of the Opportunity

Secure Act

Retirement marks a significant life transition, offering the opportunity to enjoy newfound freedom and pursue passions that may have been put on hold during your working years. Navigating retirement involves more than just embracing a fulfilling lifestyle. It is also a time that introduces new financial planning moments. Here are some key activities to consider as you embark on this exciting chapter:

  • Social Security
  • Medicare
  • Required Minimum Distributions (RMDs)
  • Staying Active, Engaged and, Socially Connected

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About Strategic

Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on client assets of over $2 billion.