Investing for Kids and New 529 Rules
DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
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Navigating the New 529 Rules and Legacy Planning
This chapter examines the recent updates to the 529 college savings plan, particularly the option to roll over funds into a Roth IRA beginning in 2024. It also discusses the versatile applications of 529 plans for education and legacy planning, emphasizing tax-free benefits.
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