Jun 30, 2026
Where can I find guidance on coordinating 529 rollovers with my estate plan?
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Is it worth keeping an overfunded 529 plan open just to do a Roth IRA rollover?
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Should I roll over excess 529 funds to a Roth IRA or change the beneficiary?
Learn moreMay 21, 2026
Smart Savings for the Next Generation: Understanding 529 Plans and Trump Accounts
Learn moreMay 20, 2026
Can I have a Trump account and a 529 plan for my child? What about a Trump account and a custodial IRA?
Learn moreMay 12, 2026
