Posts Tagged ‘Roth IRA’
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…
Read MoreNew bill allows unused 529 college funds to become a retirement tool
College Inside Track’s Heidi King was featured on Yahoo Finance discussing new rules allowing 529 Plan funds to roll over into Roth IRAs tax and penalty free. Beneficiaries of 529 plans can begin to take advantage of the changes in 2024.
Read MoreInsider Tips for the week of May 3, 2021
3 things to do now for strong HS recommendation letters – Students have experienced online learning and cancelled or shortened extracurricular activities as a function of the pandemic. Many report that they hardly know the teachers who have taught them this year, and worry that their core teachers don’t know enough about them to…
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