Graduation season is upon us. And while this time brings excitement at watching your child move on to the next stage of their ...

Here are ten important steps to take once your child’s 529 account reaches this milestone. Assess Current Investments: ...

529 plans are one of the best ways to save for your child's college education. These state-sponsored investment accounts offer tax-free earnings and withdrawals that can be used for tuition ...

529 plans. You’ve been hearing about them since your first child was born. You’ve put off opening them nearly as long. And now the day has come. It’s time to seriously consider whether or ...

Santa Fe, NM, Feb. 12, 2025 (GLOBE NEWSWIRE) -- Education is a pathway to success—a pathway that often requires a funding strategy from families and students. Proactive savings through a 529 education ...

Then you can use the funds to open a 529 account, tax-free and penalty-free. However, if you’re younger than 59 ½ and your Roth IRA hasn’t been open for at least five years, you may have to ...

A 529 savings account is designed to help you save toward your child's future education expenses. By opening a 529 plan, you may be able to reduce future out-of-pocket costs and get a tax break on ...

“You may request a refund, and the account will be refunded according to the policy of your specific 529 plan,” noted the North American Securities Administrators Association (NASAA). In ...

This same issue exists even if you’re the account owner for separate 529 plans you’ve established for each of your dependent children. You’ll have to include the value of all of these ...

As of January 1, 2024, 529 account holders can transfer up to a lifetime ... personal finance and more - straight to your e-mail. Profit and prosper with the best of expert advice - straight ...

Understanding the differences between these two can help you make an informed decision about which one is best for your situation. Both the Roth IRA and 529 plan are accounts used to save money ...