Education Planning
Articles and resources related to Education Planning.
529 Plans Enhanced by SECURE ACT 2.0
New rules for 529 plans allow for some funds to be rolled over into a Roth IRA.
Considerations in Honor of 5-29 Day
Insights and reminders for about an important college savings vehicle.
Five Little-known Facts About 529s
Now is an ideal time to examine your educational savings strategies, including a 529 plan.