A 529 savings plan is often seen as a tool for funding college, but thanks to recent changes, it can also help your child save for retirement. So if you've been reluctant to open a 529 savings plan ...
As of 2024, families can roll over unused 529 funds to the account beneficiary's Roth individual retirement account, without triggering income taxes or penalties, as long as the 529 plan has been open ...
The massive federal budget bill that recently passed Congress has blessed 529 plans. Many clients contribute to their children’s and grandkids’ 529 accounts. Young adults can open and save in their ...
The best place to open a 529 plan for most Americans is their own state. 529 plans come with a host of great benefits, but those benefits are governed by their state tax rules. Opening a 529 plan in ...
SACRAMENTO, Calif.--(BUSINESS WIRE)--Looking for a gift that goes beyond the holidays? ScholarShare 529, California’s official college savings plan, is offering a special incentive to encourage ...
529 plans. You've been hearing about them since your first child was born. You've put off opening them nearly as long. And now the day has come. It's time to seriously consider whether or not to open ...
— -- Q: Aren't 529 college savings plans terrible for people investing for college, since they can go down when the stock market falls? A: Hopefully this statement isn't going to surprise anyone: ...
North Carolina's National College Savings Program (NC 529) is giving away $1,529 in their 529 Day Dreamchaser Sweepstakes. NC 529 Hosts $1,529 Sweepstakes and Webinar to Celebrate Savings Plans We ...