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  2. My wife and I saved up $73,000 in 529 college savings plans ...

    www.aol.com/finance/wife-saved-73-000-529...

    Named after Section 529 of the Internal Revenue Code, a 529 can even be used for student loan repayment (up to $10,000) under the SECURE Act of 2019. How a 529 works

  3. Worried About Excess Funds in a 529 Plan? This Rule Could ...

    www.aol.com/worried-excess-funds-529-plan...

    Unused funds in a 529 plan can now be used to jump-start a child's retirement savings. ... Previously, if the family wanted to withdraw the $35,000 and use it for something else, they would pay a ...

  4. You can now move any money left over in your 529 college ...

    www.aol.com/finance/now-move-money-left-over...

    Thanks to new rules set out in the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act of 2022, unused 529 funds can be transferred to the 529 beneficiary’s Roth IRA account.

  5. 529 plan - Wikipedia

    en.wikipedia.org/wiki/529_plan

    529 plans are named after section 529 of the Internal Revenue Code—26 U.S.C. § 529.While most plans allow investors from out of state, there can be significant state tax advantages and other benefits, such as matching grant and scholarship opportunities, protection from creditors and exemption from state financial aid calculations for investors who invest in 529 plans in their state of ...

  6. 529 Plan Withdrawals: Here’s Everything You Need to Know - AOL

    www.aol.com/news/529-plan-withdrawals-everything...

    After years of investing in your children’s college education, you’re ready to reach into your 529 college savings plan and send your kid off to the best years of his or her life. But while ...

  7. Why Unused 529 Plan Funds Might No Longer Be a Concern With ...

    www.aol.com/why-unused-529-plan-funds-070000800.html

    The 529 plan must be open for at least 15 years before attempting the 529-to-Roth rollover. And funds deposited in the last five years and their associated interest are not eligible for this transfer.

  8. What Is a 529 Plan? Everything You Need to Know - AOL

    www.aol.com/finance/529-college-savings-plans...

    The college admissions and financing process is nothing short of daunting for many Americans. With higher education costs skyrocketing -- the average annual cost of college in the United States was...

  9. How My 529 College Savings Plan Worked For Me

    www.aol.com/finance/529-college-savings-plan...

    “Earnings on 529 plans grow tax-deferred and withdrawals can be made tax-free when used for a wide range of educational pursuits. As an additional tax benefit, 37 states and the District of ...