Are you the type of person who celebrates your personal victories? According to a number of psychological studies, celebrating victories—even the small ones, has an extremely positive impact on a person’s sense of happiness and well-being.
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Now, more than ever, we are recommending 529 Plans as a way to save for college. When Congress passed the SECURE 2.0 Act in 2022, they introduced new rules relating to 529 plans. The new law now allows for tax and penalty-free rollovers from a 529 plan to a Roth IRA!
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With nationwide college costs continuing to rise, it has never been more important for parents to develop a savings strategy to help cover these costs.
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College is almost here! So, while my family is busy applying for college, you may be considering utilizing a 529 College Savings Plan as a component of your college savings strategy for your own kids or grandchildren. 529 Plans can be an excellent tool when saving for college, however, there are also a number of drawbacks to consider.
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This article discusses differences between 529 College Savings Plans and Coverdell Education Savings Plans
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