What Families Should Do With Leftover 529 Plan Money
Leftover 529 funds? Families can use them for education, student loans, or even Roth IRA rollovers.
How To Use 529 Plans For Non-College Education
529 plans cover trade programs, apprenticeships, licenses, and required CE. Learn how to verify eligibility and keep withdrawals tax free.
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.
Can You Use A 529 Plan For SAT Or ACT Test Prep Or Tutoring?
SAT and ACT prep courses can get expensive quickly. Unfortunately, you cannot use a 529 plan to cover the cost.
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.
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.
529 Plan Strategies For A Stock Market Drop
With the stock market down, should families adjust their 529 plan investments? Learn the best strategies based on your child’s age.
Are There Time Limits Or Age Limits On 529 Plans?
529 plans have no time limits or age limits. Learn how long you can keep and use education savings funds.
Should You Keep Adding To A 529 Plan After A Child Turns 18?
You can keep contributing to a 529 plan after your child turns 18. Here’s why it could help with taxes, grad school, or even a Roth IRA rollover.
What Are Multigenerational Or Dynasty 529 Plans?
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.
Can You Use A 529 Plan To Pay Student Loans?
You can use a 529 plan to pay student loans up to $10,000 – but there are some caveats you need to know.