tax-free growth

529 to roth ira

529 to Roth IRA Rollover: A New Retirement Savings Strategy

Finley AI

529 plans are tax-advantaged savings accounts designed to help families save for higher education expenses. These accounts have traditionally been ...

California 529 Plan

Understanding the California 529 Plan: Tax Rules and Benefits

Finley AI

The 529 plan is a widely used savings tool for families planning to cover educational expenses. It offers significant federal ...