Smarter Strategies to Pay for Education (Ep. 12)

College costs keep rising, but the financial side is only part of the story. How do you plan for education while balancing emotions, expectations, and long-term goals?

In this episode, Jamie Hopkins and Kate Duffy break down smarter, more flexible ways to fund education while navigating the emotions, expectations, and values that shape these decisions.

They unpack practical strategies around tax‑free growth, frontloading contributions, new Roth rollover rules, and talking with kids about money.

Whether you’re a parent, planner, or just thinking ahead, this conversation delivers insights most families overlook.

Key takeaways:

• Advantages of flexible education funding strategies
• How frontloading and tax‑free growth can boost long‑term outcomes
• New opportunities to roll unused education funds into a Roth IRA
• How to Open family discussions about paying for college

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins