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
May 2023 Newsletter
FAFSA: A College Planning Essential With National 529 Day coming up on May 29th, this month is a great time to start thinking about savings options for higher education. We have many clients who are actively saving with 529’s for their children, grandchildren, and others going to college. What is sometimes overlooked is the importance …