Page 2 - 529 Plan News Today

Iowa State Treasurer Roby Smith is reminding those in the Hawkeye State to register for the College Savings Iowa Year-End Giveaway before it ends December 31.

The new 529 plan to Roth IRA conversion is helpful, but there are a lot of pitfalls to avoid.

With new rules, families enjoy more flexibility with how they can use 529 plan dollars - including for Roth IRA rollovers.

The years long battle over missing and frozen funds continues for some Maryland 529 account holders.Back in July, Treasure Dereck Davis announced families inve

While our state is working out the kinks in Oklahoma's new school choice program, on a federal level lawmakers are working to pass a similar tax program for fun

Startup plans with less than 50 employees can now receive a 100% tax credit, with contributions for employees earning less than $100,000. This means that the ne

As the school year progresses, ensure you’re using the money for qualified expenses and keeping track of documentation. Taxes and options for unused funds are also considerations. If you have a 529 plan — a tax-exempt education savings account — you may already be tapping it this school year or considering tapping it soon. In the process, you’ll want to examine your long-term education goals, understand what constitutes as a qualified expense and have a tax-minded str...

Parents can do more than they might think to help their children avoid the mounting student loan debt plaguing millions of Americans. It is never too early for families moving toward college to start thinking about how to dodge a burden that can delay adults from buying homes or having their own children. From maximizing…

The Secure Act 2.0 changed the eligibility of part-time workers for 401k plans, plans now allow employees who work 500 hours a year down from 1,000 hours to be

Both my children have 529 college savings accounts. How can they use the funds in their 529 plans?