We recently wrote about strategies for funding education needs in our wealth management Insights Newsletter. Occasionally, we learn that a client has successfully saved and built wealth for education inside a tax-advantaged 529 education savings plan, only to find themselves with funds left over.  Luckily, there is good news – your savings aren’t trapped. There are several options for transferring or withdrawing funds from a 529 plan when they are no longer needed for the current beneficiary’s education.