A qualified tuition program is a program established and maintained by a state (or agency or instrumentality thereof) or by one or more “eligible educational institutions” that meet certain ...
Beginning in 2024, the SECURE Act 2.0 allows taxpayers to roll 529 plan dollars into a Roth IRA if certain conditions are met. The 529 plan must have been maintained for at least 15 years to qualify ...
A reader of my weekly e-mail newsletter wondered why the stock of Raleigh-basedHighwoods Properties(HIW/NYSE) is showing signs of life after months of lethargy. The stock has risen from $23.38 a share ...
529 plans, or Qualified Tuition Programs (QTPs), are tax-advantaged savings accounts designed to help you fund education costs. Sponsored by U.S. states and the District of Columbia, these plans offer ...
According to a new survey, in 2021, American families received $464 million in tax savings and other higher education benefits tied to their participation in a 529 College Savings Plan. That’s one of ...
President Donald Trump's mega tax bill will expand the uses for 529 education savings plans, but enough limitations remain to potentially give some investors pause, some experts say. State-run, ...
RC section 529 qualified tuition programs (QTPs) provide a tax-favored way to invest for qualified higher education expenses (QHEEs). While individuals usually contribute to benefit family members, ...