Saving for College: 529 Plan vs. Roth IRA

Saving for College: 529 Plan vs. Roth IRA

Jay Silvagni Jay Silvagni

Jay Silvagni

Maximizing Wealth, One Strategy at a Time ? Asset Protection Planning ? Facilitating Business Success Strategies ? Financial Freedom thru Education & Holistic Planning ? Financial Advisor of Equity Services, Inc ? Dog??

发布日期: 2024年7月3日
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Newsletter Click Here: 529 plans help families save for college tax-free, while Roth IRAs offer a tax-advantaged way to save for retirement and can be used for college savings too. Starting in 2024, extra 529 funds can be rolled over into a Roth IRA for the same beneficiary.

Here is a quick comparison of both.

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