Posts Tagged ‘529 plan roll over’
Insider Tips for the week of February 8, 2025
Misleading college financial aid letters – New federal research finds that colleges are failing to give accepted students clear and standard information about financial aid packages, leading to a number of negative consequences. Check out the article from NPR and be sure the issues highlighted aren’t affecting your family. Why you were denied – Jon Boeckenstedt, VP of enrollment…
Read More529 Plan Funds can be rolled over into Roth IRAs
By Heidi King, College Inside Track Tucked into the year-end federal spending package was a new provision allowing 529 Plan funds to be rolled over into Roth IRAs tax and penalty free. This significant change takes effect in 2024. Here are the key details: The benefit is for 529 plan beneficiaries (as opposed…
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