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Posts Tagged ‘529 Plan’

529 Plans to Roth IRA – How it Works

By angelicacomahig | January 16, 2024

The SECURE 2.0 Act changes the rules a little bit for someone who is in the middle of retirement planning and wants to help pay for a child’s education using…

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College Planning Using a 529 Plan

By angelicacomahig | August 25, 2021

Are you trying to save money for your child’s or grandchild’s college education? College is expensive and offering any type of help to your loved one will be appreciated. We’re…

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