529 Plan Funds can be rolled over into Roth IRAs

man celebrating

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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Insider Tips for the week of May 3, 2021

student at internship

  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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