After all, contributions could only be used to pay for educational expenses. But that changed in 2024, as part of SECURE Act ...

The new rule will impact parents and their children as they face educational expenses and commit to long-term saving. Rollovers from 529 plans to Roth IRAs are only permitted if certain criteria ...

529 plans are state-administered and can be used for various educational expenses, including up to $10,000 of K-12 expenses per year. Roth IRAs offer flexibility, allowing withdrawals for any ...

Roth IRA contributions, but not earnings, can be withdrawn anytime tax-free. There are exceptions to early withdrawal penalties for things like higher education costs. Key findings are powered by ...