Tag Archives: 529 plan
Effective Jan. 1, 2024, investors with unused dollars in certain 529 college-savings plans can roll their remaining balances into tax-free Roth IRAs for the benefit of their plans’ named beneficiaries without risk of penalties or income-tax exposure. Moreover, investments in Roth IRAs may continue to grow free of tax for beneficiaries to withdraw in retirement […]
Growing a family, buying a first or second home and retiring from your professional career are exciting life events that most of us love to talk about but few of us plan for in advance. If we put off planning for these happy occasions, imagine how little time we actually devote to planning for life’s […]
