What Is A Multigenerational Or Dynasty 529 Plan?
With a Dynasty 529 Plan, high net-worth parents can continue to save in the plan even after their kids have graduated. Here’s what to know.
How To Pay For College With A 529 Plan [529 Plan Distributions]
Taking money out of a 529 plan is more complicated than putting money into a 529 plan. Here’s how to take money out without getting penalized.
Types of Education Savings Accounts and Which Account is Best
Learn the three types of education savings accounts: Coverdell Education Savings Account, 529 College Savings Plan, and UGMA accounts.
How to Rollover A 529 Plan To An IRA
A new change in 2024 will give Americans the ability to rollover up to $35,000 from a 529 plan to an IRA. Here’s what you need to know.
Does Your State Offer a 529 Plan Contribution Tax Deduction?
Find out what a 529 plan is and also the tax benefits for your state. Also learn some more details regarding a 529 plan right here!
What Is A 529 Plan Penalty And How To Avoid It
A 529 plan helps with higher education expenses so the last thing you want is to be hit with a penalty. Find out how to avoid them.
What Is A Grandparent-Owned 529 Plan?
A grandparent-owned 529 plan is a type of college savings plan where the account owner is a grandparent, as opposed to a parent.
How To Setup And Use A 529 Plan For Yourself
You can open a 529 plan for yourself – both to use now and to save for your future (or even your future kid’s education.
Conflicts Of Interest In 529 Plans Highlight Need For Oversight
Recently, two researchers have identified problems in how some states manage their 529 college savings plans. Here’s what you need to know.
How To Bypass The $2,000 Coverdell Contribution Limit
Coverdell education savings accounts have a $2,000 annual contribution limit per beneficiary, but there are ways to get around this limit.
How To Use A Roth IRA To Save For College
Did you know that you can use a Roth IRA to save for college, but there are pros and cons that you need to be aware of.