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What To Do With a 529 Plan for a Disabled Child
With TCJA expiring on 12/31/2025, tax-free rollovers are also set to expire. There is, however, a bill called the ENABLE Act that would make tax-free rollovers permanent. The ENABLE Act becoming law seems promising, as it passed the United States Senate in September 2024.
529 Plan: Owner & Beneficiary Strategies
The SECURE Act 2.0 was signed into law on December 29, 2022. While this bill has many provisions, one that has gained a lot of attention is the 529 Plan to Roth IRA Transfer starting in 2024. Keep in mind that a few conditions must be met for this transfer to occur.
New 529 Plan Changes
The Tax Cuts and Jobs Act bill has many Americans wondering just how they’ll be affected by the first major tax overhaul in nearly thirty years. If you own a 529 account, you’ll want to be sure to stay abreast of the changes to your plan in order to take full advantage of any new benefits that are coming. We’ve highlighted the main changes to 529 plans and how they might impact your education savings!
Family Gifting Strategies
Awareness of gift tax rules is imperative when structuring a strategy. Whether gifting to adult family members or children, there are many ways to find a balanced approach to transferring assets.
What You Need to Know to Save For College and Save On College
The cost of attending college continues to rise and there is little we can do to alter this trend. If you are planning to assist with education costs for your children, you'll not only have to start saving earlier but you'll have to save smarter as well. “Education Funding” covers the pros and cons of the most popular savings vehicles. It also provides information on funding sources and gives you some financial strategies that can help your education funds go further.
this is our ebook - so we can add from the Resources page if there's anything there as well.
Putting as little as $100/month into a child's 529 could help you afford the surging cost of higher education.
Learn more in the Family Financial Planning chapter of our How To Build Wealth in Your 40s series.
Schedule a Consultation
We have helped our clients answer these questions and more. If you want a clear understanding of your financial future, and need help making changes to reach your goals, schedule a consultation and we can get started.