529 Plans Get a Boost With Tax-Free Rollovers to Roth IRAs
You’ll soon be able to roll over funds from your 529 plan into a Roth IRA, thanks to recent legislation.
529 Plan Contribution Deadlines
Many states have year-end deadlines for making 529 college savings plan contributions.
By Kelley R. Taylor Last updated
When Choosing Funds for Your College 529 Plan, Don’t Make This Mistake
529 Plans Age-based funds make sense for some retirement savers, but they rarely make sense for college savers, in my opinion. Here’s why.
By Michael Aloi, CFP® Last updated529 Plans
College 529 Savings Plans: What You Need to Know
529 Plans Do you know how much you’re able to contribute or what the funds could be used to pay for? Check out the nitty-gritty details of this formidable college savings tool.
By Michael Aloi, CFP® Published529 Plans
College 529 Savings Plans: How to Get the Most Out of Them
Go to the head of the class with one adviser’s tips, such as how to choose the plan that works best for you and when to get started.
By Michael Aloi, CFP® Last updated
For 529 Plans in a Bear Market, Timing Is Everything
If your child is close to college age and their college fund has taken a hit in the market, there’s one thing you should think about doing.
By T. Eric Reich, CIMA®, CFP®, CLU®, ChFC® Published
The Best Ways to Pay for College Involve Starting Young
college College 529 plans vs. Roth IRAs: A financial expert shares what she wishes she had known when saving for her own law school and her son’s college. Taking her advice could put you years ahead of the game.
By Alvina Lo Last updatedcollege
3 Key Ways You Can Help a Child or Grandchild Pay for College
college Options such as 529 plans, education savings accounts and tax-free gifts can ensure you don’t carry a child’s student loan debt into your golden years.
By Tony Drake, CFP®, Investment Advisor Representative Publishedcollege
You’ve Worked a Lifetime to Build Your Wealth. Here’s How to Keep It!
retirement Set yourself up for success by knowing what you want out of retirement, getting a grip on your spending needs and wants and then regularly checking whether you’re on track.
By Michael Torney, CFP®, JD, LLM (Taxation) Publishedretirement
Grandparents: Now is the Time to Contribute to Your Grandkid's 529 Plans
529 Plans With new changes to the FAFSA process, you can “superfund” their college savings – without affecting their financial aid status.
By Shane W. Cummings, CFP®, AIF® Published529 Plans