Key Points ・Funding a 529 plan with gifts is a fantastics way to save for college. ・Gift tax rules allow up to $19,000 per ...

Key Points ・The stock market has started 2025 down almost 5% YTD, which can be challenging for families starting college this ...

ROTH IRA's are growing in popularity among younger generations who are using this retirement tool in addition to a ...

Despite the turmoil at the I.R.S., tax returns are still due on April 15. And, yes, there are still options for lowering last ...

No, the maximum amount a 529 beneficiary can roll over in any particular year is the lesser of their earned income or the annual IRA contribution limit (which for 2025 is $7,000 for individuals under ...

While similar to the best custodial brokerage accounts, 529 college savings accounts have their own rules, contribution limits, and tax advantages. Make sure to thoroughly compare the top-rated ...

Since they’ve already been taxed, 529 plan contributions can always be taken out tax free. However, when 529 funds are used to pay for non-qualified education expenses, the earnings portion of ...

Another potential benefit of selecting a 529 plan in your state is that some states match plan contributions up to a certain percentage or amount. Louisiana, for instance, provides up to a 14 ...

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