Blog Feed
House Tax Bill Adds MAGA Accounts And Expands 529 Plans
Breaking down the House Ways and Means Committee Budget Reconciliation Bill, as it relates to higher education, student loans, and education tax bene…
What Are Qualified Expenses For A 529 Plan (And What Doesn’t Count)?
Wondering what are qualified expenses for a 529 plan? Here's exactly what can and can't be covered by your 529 college savings plan. The post What Ar…
Why I Still Don’t Love 529s (even with 529-to-Roth rollover)
From the inbox: Jeremy, I remember that you aren’t a big fan of 529s. But now that you can move excess 529 funds into a Roth IRA (thanks to Sec…
States Push Back On 529 Plan Churning With Withdrawal Limits
Some states are cracking down on 529 plan churning (simply running funds through without investing). Learn which rules might reduce your tax savings.…
Ask HTM: Responding to a Rental App Denial, Crummy 529 Plans, and Buying Land as an Investment for …
Let’s dive into the week with some fresh listener questions we have lined up for you! And don’t just stand on the sidelines- if you have a ques…
How To Use A 529 Plan For Estate Planning
Wondering if it would be beneficial to use a 529 plan for estate planning? We explain when that strategy could make sense and how to do it. The post …
How To Gift Money To A 529 Plan
Want to gift money to a 529 plan? Learn the best ways to contribute, tax rules to know, and how to avoid common mistakes when giving to college savin…
529 Plan Strategies For A Stock Market Drop
With the stock market down, should families adjust their 529 plan investments? Learn the best strategies based on your child’s age. The post 529 Plan…
529 Insanity
You don't need $1 million in a 529. A 529 doesn't have to pay for everything either. Here's how to break away from the 529 lunacy. The post 529 Insan…
Are There Time Limits Or Age Limits On 529 Plans?
529 plans have no time limits or age limits. Learn how long you can keep and use education savings funds. The post Are There Time Limits Or Age Limit…
Should You Keep Adding To A 529 Plan After A Child Turns 18?
You can keep contributing to a 529 plan after your child turns 18. Here’s why it could help with taxes, grad school, or even a Roth IRA rollover. The…
What Are Multigenerational Or Dynasty 529 Plans?
With a Dynasty 529 Plan, high net-worth parents can continue to save in the plan even after their kids have graduated. Here's what to know. The post …
Can You Use A 529 Plan To Pay Student Loans?
You can use a 529 plan to pay student loans up to $10,000 - but there are some caveats you need to know. The post Can You Use A 529 Plan To Pay Stude…
529 Plan To Roth IRA Rollover Rules: What To Know
Most Americans now have the ability for a 529 plan to Roth IRA rollover. Here's what you need to know and mistakes to avoid. The post 529 Plan To Rot…
Can A 529 Plan Be Used For Dual Enrollment?
Considering dual enrollment to earn college credit while in high school? Find out what the requirements are for using money from your 529 plan. Learn…