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

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

    Reasons to Change Your 529 Plan Beneficiary. A 529 plan, named after Section 529 of the Internal Revenue Code, is a tax-advantaged savings plan designed to encourage saving for future education costs.

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

    www.aol.com/finance/top-9-benefits-529-education...

    Now a 529 plan can be used to pay off up to $10,000 in the beneficiary’s student loans as well as up to an additional $10,000 in student loans for each of the beneficiary’s siblings. 8. A 529 ...

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

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

    Fortunately, parents of multiple children can change the beneficiary of a 529 plan. 529 college savings plans are powerful tools to help pay for the mounting costs of an education. You can use 529 ...

  5. How to pick the best 529 plan - AOL

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

    In addition, new changes as part of 2022’s SECURE Act 2.0 allow money in a 529 plan to be rolled over to a Roth IRA in the name of the 529’s beneficiary as long as the account has been open at ...

  6. 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. And if you want to help the ...

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

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

    The owner can also change the beneficiary at any time, without the beneficiary’s approval. This can open up various strategic options for a 529 plan that you might want to discuss further with ...

  8. How to open a 529 college savings plan

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

    In addition, one recent legal change offers a huge boon to those who’ve saved via 529 plans. The SECURE Act 2.0 allows those with a 529 plan to roll over money there into a Roth IRA , subject to ...

  9. 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.

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