"My kids don't need their college savings anymore. Can I keep the tax benefits?"

You saved diligently for your kids' education, and now that chapter is closing. So what happens to the money? Can you protect those tax benefits and roll the funds into something new? We're getting into it. This week, Jean is joined by Lacy Garcia, founder and CEO of TrustWillow.com, a personalized advisor-matching platform that connects women and their families with vetted, fiduciary financial advisors who are legally required to act in your best interest, and who have been trained specifically in working with women's financial lives. They dig into your mailbag questions from: Inge, who opened Coverdell ESAs for her kids 20 years ago, just got a notice that Vanguard is shutting down the program. What are her options for keeping that money tax-protected? An anonymous listener just paid off her husband's student loans and is officially done with daycare. Where should that newfound money go? Rebecca, who is recently divorced with a high school senior and a 529 that covers about one year of college. She wants to know: Are there financial planners who specialize in college planning? 🔗 Connect with a vetted fiduciary advisor at hermoney.com/findanadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices

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"My kids don't need their college savings anymore. Can I keep the tax benefits?" is an episode from HerMoney with Jean Chatzky by Jean Chatzky Her Money.

This episode is 23:06 long.

This episode was published on Apr 10, 2026.

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