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2. My wife and I saved up $73,000 in 529 college savings plans ...

   www.aol.com/finance/wife-saved-73-000-529...

   As of 2024, you may be allowed to roll over up to $35,000 in unused funds from your 529 plan into a Roth IRA account for the beneficiary — the idea being that these unused funds can help ...

3. 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.

4. 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 ...

5. How to pick the best 529 plan - AOL

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

   The plan is available for both in-state and out-of-state savers, and it offers up $4,000 in state tax deductions per beneficiary for Ohio residents. New York’s 529 plan, Direct Plan

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

   www.aol.com/finance/bill-allows-unused-529...

   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 ...

7. Can a Dynasty 529 Plan Help You Save For College?

   www.aol.com/dynasty-529-plan-help-save-145755975...

   Regular 529 college savings plans offer unique benefits. These can be powerfully leveraged when wealthy families take a very long-term perspective. ... By naming young beneficiaries and changing ...

8. 529 plan vs. Roth IRA: Here’s how families can use both to ...

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

   Here are the pros and cons of using a 529 or a Roth IRA to pay for college. What is a 529 plan and how does it work? ... change, beneficiaries can use a 529 plan to pay off student loans for ...

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

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

   The owner of a 529 plan can change the beneficiary to an eligible individual easily enough by contacting the plan’s administrator. “Unused dollars for education can now fund retirement – tax ...