Should you worry about overfunding your 529 plan?

The 529 plan must be open for at least 15 years. You cannot convert 529 contributions made within the past five years (or the ...
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529 Funds and a Roth IRA: How to Use One to Jumpstart the Other

Wondering what to do with the cash locked away in your 529 plan? You may not be alone. As of June 2024 (the most recently available data), there were 16.8 million active 529 college savings plan ...
NBC DFW

A key change to 529 plans this year is already triggering parents to save more for college

As of 2024, families can roll over unused 529 funds to the account beneficiary's Roth individual retirement account, without triggering income taxes or penalties, as long as the 529 plan has been open ...
The Motley Fool

6 Ways You Can Use 529 Plans for College Expenses, And 1 Way That's Not Related to College at All

The cost of college and the many associated expenses have skyrocketed. 529 plans are a critical tool in helping parents and benefactors save for college. Luckily, if your child or beneficiary elects ...
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Should you worry about overfunding your 529 plan?

FILE - A specialist studies monitors on the New York Stock Exchange trading floor in New York on November 21, 2024. (AP Photo/Ted Shaffrey, File) (Ted Shaffrey ...