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2. How to pick the best 529 plan - AOL

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

   Here are the top brokers for 529 plans: Charles Schwab. ... who can help guide you on how to best invest in the plan and review it over time. Either way, it’s better to start earlier than later ...

3. 529-To-Roth IRA Rollovers: What You Need To Know

   www.aol.com/529-funds-now-rolled-roth-123846033.html

   Starting in 2024, unused 529 funds can be rolled into a Roth IRA tax-free, thanks to the SECURE 2.0 Act, giving families more flexibility with college savings.

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

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

   The 529 education savings plan is getting a lot more interesting in 2024. Starting this year, unused money in a 529 plan can be converted into a Roth IRA, eliminating one of the major defects in ...

5. What is a 529 plan and how is it used? - AOL

   www.aol.com/finance/529-plan-used-175045824.html

   A 529 plan allows a participant to set up a tax-advantaged account to allow a beneficiary to use the funds for qualified education expenses. ... Both Fidelity Investments and Charles Schwab allow ...

6. Guide to 529 plans: Here's what you need to know - AOL

   www.aol.com/news/guide-529-plans-heres-know...

   A 529 plan helps you save for college. Here's a guide to how they work.

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

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

   A 529 plan has an owner and a beneficiary, but they can be the same person. The owner chooses the beneficiary, selects the investments and determines when withdrawals will be made. The owner can ...

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

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

   The maximum amount that can be rolled over into a Roth IRA from a 529 plan is $35,000 per beneficiary, per account. But, for 2024, the total contribution can’t exceed $7,000 per beneficiary ...

9. 529 plan vs. Roth IRA: Here’s how families can use both to ...

   www.aol.com/finance/529-plan-vs-roth-ira...

   You can fund a 529 plan now and convert a sizable chunk of money unused for educational expenses into a Roth IRA down the road. “529 plans will provide the best benefit for college savings ...