It may or may not be a problem you would like to have, but for the first time, we have a potential solution for you. As always, there are rules, so not all situations will work. That said, there is a new option to roll over unused 529 money to a Roth IRA. A few …
529 Plan
College Funding
Part 1 May is “529” month (get it- 5/29? It’s a complete dad joke). I will be talking about college funding. Do you have a child or grandchild that will someday attend college? Great, now go back in time and start saving a lot of money about 5 years before they were born, and maybe …