You can roll over your unused 529 dollars into a Roth IRA or ABLE account, but there are limits. One common concern is ...

Learn about the contribution and account balance limits on 529 plans and the difference in contribution limits among states.

Every year, investors use 529 plans to save for their loved ones' educations. While this tax-advantaged account has many benefits, one concern has long persisted with parents, grandparents and others: ...

Financial advisors get these 529 plan questions from clients planning for college costs, from ownership transfers to Roth ...

A 529 account is a tax-advantaged savings plan designed primarily for education expenses, and recent legislation has significantly broadened its uses. As of July 2025 and the passage of the One Big ...

The 529 education savings plan got a couple of big upgrades in 2024 as a tool to save and pay for school. Starting this year, Congress is allowing up to $35,000 in leftover savings in the plan to roll ...

Explore options for using a traditional IRA to fund a grandchild's 529 plan, including tax implications and alternative funding strategies for education.

InvestigateTV - If you are one of the almost 16 million people who have funded a 529 college savings account, you could soon be able to roll any leftover money into a retirement plan. The SECURE 2.0 ...

AVIXA certification exams and prep courses are now eligible expenses under 529 education savings plans, making pro AV ...

Deciding what gift to give a child for holidays, birthdays, graduations and other gift-giving occasions can be challenging.

Olivia’s maternal grandfather died when she was a teenager, and it wasn’t until then that she learned of the 529 plan. The ...