The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...

Exploring the 529 and the UTMA for College Savings Options With the fall semester commencing, it’s an appropriate time to consider saving...

Investing in a 529 There were many changes to investing laws in the omnibus spending bill passed on December 29, 2022, that included the...