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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.



One of the best ways to achieve a goal is through planning because it provides a sense of control and self-empowerment. Certainly, planning for college costs is no exception and one of the most important first steps is to start investing early. But it’s also wise to be consistent in your saving efforts. Pair these strategies with additional sources of education funding to maximize the possibilities.