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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.


The LoneStar 529 Plan is a Section 529:  Section 529 of the Internal Revenue Code specifies the requirements for qualified tuition programs (529 Plans). college savings plan that provides families a tax-advantaged way to save for college.

The LoneStar 529 Plan represents an opportunity to help make saving for college easier. From trusted investment management expertise to affordable costs to automatic investing options, the LoneStar 529 Plan offers a wide range of potential benefits.