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  2. Virginia 529 College Savings Plan - Wikipedia

    en.wikipedia.org/wiki/Virginia_529_College...

    Since 2018, Morningstar has named Virginia's Invest529 plan among the top 529 college savings plans in its annual analysis. [2] [3] [4] According to U.S. News & World Report, Virginia's 529 offers a "whopping" 27 funds and six multi-fund options in its static track. Further, US News reports that "Morningstar applauds the plan’s low costs ...

  3. 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 ...

  4. 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 ...

  5. 529 plan contribution limits for 2024: What college savers ...

    www.aol.com/finance/529-plan-contribution-limits...

    Unlike other tax-advantaged accounts, there are no federal contribution limits on 529 plans. ... North Carolina, Vermont, Virgina, West Virginia. $550,000. States with the 5 lowest aggregate ...

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

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

    Image source: Getty Images. Who is eligible to roll over their excess 529 plan funds? To be eligible for a Roth IRA rollover, the 529 account must have been opened for at least 15 years.

  7. 529 plan vs. Roth IRA: Here’s how families can use both to ...

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

    Now that up to $35,000 from a 529 plan can be rolled over to a Roth IRA over the course of the beneficiary’s lifetime, you don’t really need to pick one account or the other. You can fund a ...

  8. 6 Ways You Can Use 529 Plans for College Expenses, And 1 Way ...

    www.aol.com/6-ways-529-plans-college-092900650.html

    Image source: Getty Images. The first big thing to understand is what 529 distributions can be used for. While tuition is the main one, college has many other associated costs that can rack up a bill.

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