SECURE 2.0 increased the flexibility of 529 plans by allowing you to roll over unused funds to a Roth IRA. Here’s what you need to know about the process.
In this blog post, we will explore the ins and outs of superfunding, a strategy that allows contributors to make a substantial impact on education savings while navigating the nuances of gift tax exclusions and lifetime exemptions
Much emphasis has been placed on why you should save into a 529 college savings plan—but not on how spending the money works. We cover how in this article.
