The College Investor on MSN
529 plan expansion 2026: New rules for K-12 and career training
Key Points ・529 plans are no longer just for college degrees. New federal rules allow 529 plan withdrawals for credentialing, ...
Explore options for using a traditional IRA to fund a grandchild's 529 plan, including tax implications and alternative funding strategies for education.
You can roll over your unused 529 dollars into a Roth IRA or ABLE account, but there are limits. One common concern is oversaving.
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529 Plan Alternatives: UMGA, Roth IRA, And More
・529 plans are the leading way to save for college, but there are alternatives such as UGMA/UTMA accounts and Roth IRAs. ・Each option carries distinct advantages and drawbacks, particularly when it ...
While 529 plans offer tax-advantaged growth and withdrawals for qualified education expenses, they also come with restrictions that may not suit every family’s needs. There are several alternatives to ...
Once viewed narrowly as college savings tools, 529 plans have significantly evolved through a series of legislative changes. They are now among the most flexible and tax-efficient financial tools ...
President Donald Trump's mega tax bill will expand the uses for 529 education savings plans, but enough limitations remain to potentially give some investors pause, some experts say. State-run, ...
Learn about the contribution and account balance limits on 529 plans and the difference in contribution limits among states.
Morningstar rated the nation's 529 college savings plans. Ratings for the 64 of the nation's largest 529 college savings plans were released by Morningstar and show some downsides exist for families ...
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