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However, with a lifetime gift tax exemption of well over $13 million in 2025, it’s unlikely that this will negatively affect your long-term finances. Pros of converting an IRA to a 529 plan
Fortunately, 529 plan gift contributions help solve both issues by providing … Continue reading → The post How to Make a 529 Plan Gift Contribution appeared first on SmartAsset Blog.
Gifts such as stocks, contributions to 529 plans or cash above the annual gift limit threshold come with specific tax benefits and considerations. ... 2025. 4. CDs or savings account transfer ...
529 plans are named after section 529 of the Internal Revenue Code—26 U.S.C. § 529.While most plans allow investors from out of state, there can be significant state tax advantages and other benefits, such as matching grant and scholarship opportunities, protection from creditors and exemption from state financial aid calculations for investors who invest in 529 plans in their state of ...
Saving for retirement will get a modest boost in 2025 thanks to higher contribution limits and the phase-in of provisions stemming from the Secure 2.0 Act, which became law at the end of 2023.
The 529 is more popular because there's a greater degree of flexibility with the former, with no contribution limits (it's set at $2,000 per child annually for the ESA) and the ability to change ...
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