The tax-free quality of money in a 529 tuition savings plan can be continued, even after the education spending need has passed, thanks to a provision in the SECURE Act 2.0. But the rules aren’t ...

Explore options for using a traditional IRA to fund a grandchild's 529 plan, including tax implications and alternative funding strategies for education.

Yet some people hesitate to use them. One common concern is oversaving. You can only use 529 funds can only cover qualified ...

n June 7, 2001, President Bush signed into law the Economic Growth and Tax Relief Reconciliation Act of 2001, a package of sweeping tax reforms affecting income, estate and gift taxes. Some of the new ...