FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-529-trap

Saving for college when you're rich isn't the easy answer everyone thinks it is.

It should be as simple as maxing out your 529, right?

Wrong.

What looks like a tax advantage could actually be limiting your kid’s future freedom.

This episode will tell you everything you need to know to fund your 529 smarter, not harder.

When you’re wealthy, it’s not about avoiding student debt. It’s about maximizing flexibility and taking advantage of strategies like:

UTMA accounts
Earmarked brokerage accounts
Dynasty 529s (but be sure and think this one through)

Check out this episode before putting another dollar into your 529.

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.