Education Planning
Articles and resources related to Education Planning.
529 Plans Enhanced by SECURE ACT 2.0
April 19, 2023
New rules for 529 plans allow for some funds to be rolled over into a Roth IRA.
Considerations in Honor of National 529 Day
May 23, 2022
Insights and reminders for about an important college savings vehicle.
Five Little-known Facts About 529s
April 22, 2021
Now is an ideal time to examine your educational savings strategies, including a 529 plan.