Moving funds from a 529 plan to a Roth IRA for the beneficiary is now possible thanks to a provision in the SECURE Act 2.0, which took effect in 2024. This
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Many grandparents want to help fund college education for their grandchildren, particularly if they already have enough money to ensure a comfortable retirement
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Saving for college is something that definitely matters to a lot of those that we work with (parents and grandparents) because continuing education is important
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Our clients get excited when talking about their grandchildren. We get excited when they ask questions and express interest in talking to us about them too
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The Department of Education is calling this the “most ambitious and significant redesign of the federal student aid application in decades.” Ben and Adam
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Saving for college is something that definitely matters to a lot of those that we work with (parents and grandparents) because continuing education is important
Read More
Our clients get excited when talking about their grandchildren. We get excited when they ask questions and express interest in talking to us about them too
Many grandparents want to help fund college education for their grandchildren, particularly if they already have enough money to ensure a comfortable retirement
Read More
Last week I shared two key ways the rules for retirement planning have just changed based on Congress passing what’s been called the “SECURE Act”. The rule
My experience tells me that many grandparents want to help fund college education for their grandchildren, particularly if they already have enough
