529 funds must be converted by paying the amount directly to a Roth IRA — you can’t pay yourself and then deposit the money into the Roth IRA later. You can contribute to a Roth IRA only if you have ...
You can now use a 529 plan for K-12 public and private school expenses. The late 2017 tax overhaul didn’t just affect Federal income tax brackets. Since the SECURE Act was passed, 529 plans have ...
529 plans aren't just for college anymore. In this podcast, Motley Fool personal finance expert Robert Brokamp speaks with Martha Kortiak Mert of Savingforcollege.com about the newly expanded uses of ...
A 529 plan, with its tax benefits, can be a great way to save for a college education. How aware, though, is the average American about the 529 plan and its advantages? According to research from ...
With the cost of college increasing every year, new data shows more families are saving up for their children’s college education, and they’re starting to save earlier than ever before. Merrill Lynch ...
New changes will allow families to spend funds from popular college-savings accounts on a wider range of uses other than four-year degrees, including private K-12 tutoring, admissions tests, and ...