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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.
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.
Owners of 529 college savings plans got a potentially lucrative boost from the $1.7 trillion omnibus spending bill that passed in late December, thanks to a measure that allows unused money in the...
Fitzgerald was born in Marshalltown, Iowa, in 1951. He graduated from Colo Community High School in 1970 and received his bachelor's degree in business administration from the University of Iowa in 1974. Fitzgerald worked as a marketing analyst for Massey Ferguson in Des Moines for eight years before being elected State Treasurer of Iowa in ...
After years of investing in your children’s college education, you’re ready to reach into your 529 college savings plan and send your kid off to the best years of his or her life. But while ...
For parents using 529 plans to pay college tuition this year, some may have seen major losses in those plans due to market volatility. This year, the bond market and stocks both took a beating ...
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