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2. 529-To-Roth IRA Rollovers: What You Need To Know

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   A 529 plan is a college savings plan that provides tax advantages when used for qualifying purposes, similar to a Roth IRA or 401(k), except the money is used for education rather than retirement.

3. New bill allows unused 529 college funds to become a ...

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   There are three major restrictions on 529 plans outlined in Prudential’s Winning the College Savings Race:. You can only change plan investments twice per year. Although you can transfer between ...

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

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   Starting this year, unused money in a 529 plan can be converted into a Roth IRA, eliminating one of the major defects in the education savings plan: the possibility of money being stranded there.

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

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   Thanks to a new rule from the IRS, up to $35,000 in unused funds in a 529 plan can be rolled over into a Roth IRA per beneficiary in a lifetime. This allows families to use unused funds to help ...

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

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   Excess 529 plan contributions can now take on a whole new purpose besides education costs that could prove even more valuable to the beneficiary.

7. Are 529 College Savings Plans Tax Deductible?

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   The average cost of tuition and fees at four-year private colleges and universities has grown from $34,970 for the 1994-1995 school year to $58,600 for 2024-2025, according to CollegeBoard.

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

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   Many states provide a tax deduction or tax credit for residents using an in-state 529 plan. A 529 plan has an owner and a beneficiary, but they can be the same person. The owner chooses the ...

9. Top 9 benefits of 529 education savings plans - AOL

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   A 529 plan gives you a lot of flexibility about who can use the plan and when, says Van Sant. “Parents can change the beneficiaries on a 529 plan in case the originally designated child chooses ...