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Join date: Jan 29, 2021
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May 29, 2025 ∙ 2 min
Here are some lesser-known and creative ways to use a 529 account.
Earlier this month we outlined the basic concept and uses of a 529 savings account. We also discussed how the SECURE Act 2.0 made 529s...
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May 23, 2025 ∙ 2 min
The Secure Act 2.0 + 529 Accounts
You Can Roll Over 529 Funds to a Roth IRA Imagine repurposing those unused education funds into a retirement nest egg—yes, you heard that...
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May 12, 2025 ∙ 3 min
May is National 529 Month!If you have a 529 Savings Account set up already or are considering putting one into place, we’re sharing facts and key considerations all month long!
Did you know there is an entire month dedicated to understanding the inner workings of the powerful savings vehicle, the 529 Savings...
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