Latest
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Three Reasons You Need to Use a 529 Plan (and Two Reasons You Don't)
Tax benefits and a Roth IRA feature make 529 college savings plans attractive, but they're not a one-size-fits-all option.
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529 Plans Get a Boost With Tax-Free Rollovers to Roth IRAs
Thanks to the SECURE 2.0 Act, you're now able to roll over funds from your 529 into a Roth IRA, as long as certain conditions are met.
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529 Plans: Everything You Need to Know About Saving for College
529 Plans 529 plans offer considerable convenience and potential tax savings when putting money aside for education. That said, there are still a range of rules you’ll need to know (and follow).
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Tax Tips for Transferring Excess 529 Plan Funds to Roth IRAs: The Tax Letter
The Tax Letter 529 plans can help blunt the cost of paying for college. But if you want to use leftover funds there are some tax tips to bear in mind.
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529s: No Longer the Ho-Hum Investing Device for College
Changes to the plans allow for the savings to be rolled into a Roth IRA, as long as certain rules are met, if a child decides not to pursue their education.
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529 Plans: Give the Gift of Education (and Compounding)
As the cost of college tuition skyrockets, parents and grandparents can take advantage of tax-efficient 529 plans and higher limits on gift and estate taxes.
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529 Plan Contribution Deadlines
529 Plans Many states have year-end deadlines for making 529 college savings plan contributions.
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Have Leftover 529 Funds? Expert Strategies for Unused Balances
Excess 529 funds represent both a challenge and an opportunity, and knowing your options is essential.
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Using a 529 Plan? Here’s What to Keep in Mind
As the school year progresses, ensure you’re using the money for qualified expenses and keeping track of documentation. Taxes and options for unused funds are also considerations.
