529 funds must be converted by paying the amount directly to a Roth IRA — you can’t pay yourself and then deposit the money into the Roth IRA later. You can contribute to a Roth IRA only if you have ...

Leftover money in a 529 college savings plan can now be transferred penalty-free to a Roth IRA. Experts warn, however, that there are strict regulations and often better alternatives. “These are very ...

For those with tuition bills now coming due, there are a few key considerations before tapping those accounts. "With a little planning, making withdrawals can be something to celebrate, not just ...

Key Points ・529 plans are no longer just for college degrees. New federal rules allow 529 plan withdrawals for credentialing, ...

Explore options for using a traditional IRA to fund a grandchild's 529 plan, including tax implications and alternative funding strategies for education.

For many families, 529 plans are considered the ideal way to save for education, offering tax-free growth, state tax benefits, and flexible usage for college, K–12 tuition, apprenticeships, and even ...

"With a little planning, making withdrawals can be something to celebrate, not just something to fear," said Smitha Walling, Head of Vanguard's Education Savings Group. Here's a look at other stories ...

Largely due to President Donald Trump's changing tariff policies, markets have been on a rollercoaster ride since April. Although the S&P 500 has largely rebounded from last month's lows, some ...