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2. How to Change the Beneficiary of Your 529 Plan - AOL

   www.aol.com/finance/change-beneficiary-529-plan...

   The post How to Change the Beneficiary of Your 529 Plan appeared first on SmartReads by SmartAsset. The beneficiary of the plan is the individual designated to use the funds for educational expenses.

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

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

   Be especially careful about changing beneficiaries on your 529 plan until the IRS rules on this point. In the meantime, you can leave the money in the 529 plan.

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. How to roll over a 529 plan to a Roth IRA

   www.aol.com/finance/roll-over-529-plan-roth...

   The owner of a 529 plan can change the beneficiary to an eligible individual easily enough by contacting the plan’s administrator. “Unused dollars for education can now fund retirement – tax ...

6. How to pick the best 529 plan - AOL

   www.aol.com/finance/pick-best-529-plan-173608708...

   “The account owner is usually able to change the beneficiary of the 529 plan without penalty or tax as long as they are a qualified family member.”The IRS provides rules for who is considered ...

7. Should you worry about overfunding your 529 plan? - AOL

   www.aol.com/worry-overfunding-529-plan-185544920...

   The Roth IRA receiving the funds must be in the name of the 529 plan beneficiary. The 529 plan must be open for at least 15 years. You cannot convert 529 contributions made within the past five ...