529 Plan To Roth IRA Rollover Rules: What To Know
Most Americans now have the ability for a 529 plan to Roth IRA rollover. Here’s what you need to know and mistakes to avoid.
Learn about 529 plans and how to save and use these tools for educational expenses.
What Happens To A 529 Plan If The Account Owner Dies?
Are you the account owner or beneficiary of a 529 plan? If so, you’ll want to know more about what happens if the account owner dies. Learn more.
A Better Investment Strategy For 529 Plans
Find out how a delayed-onset investment glide path can be a better investment strategy for your 529 plan. Learn more.
How To Use A 529 Plan For Estate Planning
Wondering if it would be beneficial to use a 529 plan for estate planning? We explain when that strategy could make sense and how to do it.
How Much Should You Have In A 529 Plan By Age
How much you should have in a 529 plan by age to save for college for your children, including high and low contributions for public and private school.
What Are The Best 529 Plans Based On Performance?
We explore a few 529 studies that compare the performance of each state’s 529 plan with a lower-cost, out-of-state plan.
How 529 Plans Work (In Simple Terms)
A 529 plan is an education savings account with federal tax benefits. The plans can be complicated, so we’ve broken down how 529 plans work into simple terms.
529 Plan Contribution Limits And Gift Tax Considerations
While the IRS doesn’t impose 529 plan contribution limits, states do set aggregate maximums for their 529 plans and may set annual caps too.
Hadley 529 App Review
Hadley is a 529 savings plan that enables multiple parties to contribute to a childs college savings. Find out how it works in this Hadley 529 app review.
What Are Qualified Expenses For A 529 Plan (And What Doesn’t Count)?
Wondering what are qualified expenses for a 529 plan? Here’s exactly what can and can’t be covered by your 529 college savings plan.
Why Does Each State Have Different 529 Plan Rules?
Saving for college is complicated in America because there are different 529 plan rules that are set by each state.