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 ...

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 ...

By rolling over funds from a 529 plan into a Roth IRA account for retirement savings (limits apply — see more details below).

For starters, ordinary Roth IRA contribution limits — $7,000 in 2025 — still apply, the beneficiary must have earned income of at least as much as you plan to roll over and the 529 plan the ...

Explore the best investment accounts for kids in 2025—from 529 plans to custodial Roth IRAs. Learn about tax benefits, control options, and strategies to grow wealth for your child.

One Big Beautiful Bill' makes 529 plans more flexible, some skeptics say the education savings plans still may not be ...

The most important strategy for saving for children's college funds is to set up an automatic savings plan as soon as ...

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

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

New Trump Accounts In addition to these changes to 529s, the bill simultaneously established Trump Child Accounts. These are a new type of tax-deferred savings plan to which parents and grandparents ...

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