BabySteps Turns 5: Checking In on the College Savings Incentive Program

Host Jonathan Hughes first talks with Julie Shields-Rutyna to answer a mailbag question about rolling over unused U.Fund 529 savings into a Roth IRA. Then Jonathan talks with Deputy Director of the Massachusetts State Treasury’s Office of Economic Empowerment Samantha Perry. They discuss the BabySteps college savings incentive program, how it started, the progress it’s made, and planned efforts for its future.