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Tax Tip, College Savings, Roth IRA, 529 Plan, Transfers, Rules and Limitations Ana Mendez Tax Tip, College Savings, Roth IRA, 529 Plan, Transfers, Rules and Limitations Ana Mendez

Saving for college:  The new 529-to-Roth IRA transfer rule

The most common argument against starting Sec. 529 college savings programs (529 plans) for young children is the uncertainty surrounding whether the child will even attend college and, if they do, whether they will need the funds in the event of qualifying for scholarships or other financial aid.

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Tax Tip, College, 529 Plan, Eligible Schools, Expenses, Unallowed Expenses, Payments, IRS Reporting, 529 Withdrawals, Taxable Withdrawals, Benefits, Transfers, Rollovers, Roth IRA Ana Mendez Tax Tip, College, 529 Plan, Eligible Schools, Expenses, Unallowed Expenses, Payments, IRS Reporting, 529 Withdrawals, Taxable Withdrawals, Benefits, Transfers, Rollovers, Roth IRA Ana Mendez

Your Child Picked a College!  Tee Up Your 529 Plan.

College decision time is now for many high school seniors. Here is a helpful article on withdrawing funds from 529 college savings plans.

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