529-To-Roth Rollover: Turn $35,000 Into Tax-Free Retirement
A new law lets leftovers in a 529 college savings plan be moved into a Roth IRA for the beneficiary, up to $35,000, w...
529 Plans
This tag page aggregates 4 articles on 529 Plans, showing how to use these accounts to save for education and reduce costs. Learn updates, strategies, and common mistakes to boost your finances.
9 articles
Only Fraction Eligible Kids Could Miss Out on Billions
A new 530A account aims to boost child wealth, but uptake is tepid as July 4 launches draws near. Experts warn billio...
Mailbag! Maximizing Dividends, Spending in Retirement
A practical, reader-driven guide focused on boosting dividend income, planning retirement spending, and navigating 52...
Katie Couric Shares First Granddaughter Photo, Finance Tips
A beloved journalist shares a first photo with her granddaughter, sparking heartfelt moments and practical money less...
62-Year-Old with $35,000 Leftover Becomes $524K in 40 Years
A little-known rule could turn leftover 529 funds into a tax-free retirement windfall. If a 62-year-old with $35,000 ...
Jessica Alba Celebrates Daughter Honor’s 18th Birthday as Yale Move Nears
Honor Warren turning 18 marks more than a birthday—it signals a real-life classroom on college planning. This guide t...
529 Plans Remain a Powerful Tool for Education Savings
As tuition climbs, 529 plans continue to be a powerful tool for families saving for college and vocational training. ...
Beautiful Bill Just Changed How Families Fund Pilot Licenses
The beautiful bill just changed how 529 plans can fund flight training, enabling tax-free use for FAA training and re...
Secure Your Mask First: The 529 Mistake Parents Make
Financial planners warn that prioritizing 529s over retirement can jeopardize long-term security. This report explain...