As a new mom, planning for my daughter’s future is top of mind. Before opening a savings or brokerage account, I asked ...

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Lawmakers have been calling for some form of investment account for newborns for years with mixed results, but the Trump account aims to solve the dilemma.

The budget bill signed into law on Friday includes a provision for investment accounts for newborns. Citizens born between ...

Intense last-minute negotiations meant both houses of Congress were able to approve the so-called One Big Beautiful Bill Act prior to their self-imposed July 4th deadline, clearing the measure for ...

Thanks to the SECURE 2.0 Act, you can roll over funds from your 529 into a Roth IRA, as long as certain conditions are met.

Both a Roth IRA and a 529 Plan are valid ways to save for a college education. Each has unique benefits and limitations. Starting in 2024, unused funds in a 529 account may be converted into a Roth ...

A 529 savings plan can be used to pay for your child's education, but it can also be used to fund their retirement.

The 529 funds you roll over count toward your IRA annual contribution limit. You can move a maximum of $35,000 from a 529 plan to a Roth IRA during your lifetime.

Here’s what you should consider when converting your 529 funds to a Roth IRA. The Roth IRA receiving the funds must be in the name of the 529 plan beneficiary.

The 529 funds you roll over count toward your IRA annual contribution limit. You can move a maximum of $35,000 from a 529 plan to a Roth IRA during your lifetime.