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Starting in 2024, you can roll unused 529 assets to a Roth IRA established for the beneficiary subject to certain conditions.


COVID-19: A Message from the LoneStar 529 Plan


To help combat the spread of COVID-19, we have implemented our Business Continuity Plan. Employees are teleworking to ensure their safety while still maintaining quality service to customers. Our primary concern is the health and safety of our workers and the public.

Representatives are available to respond to emails and phone calls. We are not anticipating any decline in our service levels and there is no change in the level of security of your account data.

We look forward to resuming normal operations as soon as it is safely possible to best serve our clients and will post additional information as it becomes available. See https://comptroller.texas.gov/  for Resources and Updates for Affected Taxpayers from the Texas Comptroller’s office related to the COVID-19 virus.