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Here are the details on converting a 529 plan to a Roth IRA.
A 529 plan can offer tax-deferred growth on your contributions, a tax-free withdrawal of money and even tax deductions on your state taxes.
The 529 plan can offer several tax and financial aid benefits to participants: Grow your contributions on a tax-deferred basis.
A 529 plan, also called a Qualified Tuition Program, [1] is a tax-advantaged investment vehicle in the United States designed to encourage saving for the future higher education expenses of a designated beneficiary. In 2017, K–12 public, private, and religious school tuition were included as qualified expenses for 529 plans along with post ...
For college, you may want to look at a 529 savings plan, which is offered by most states. These college savings plans work like an IRA or 401 (k), with contributions invested in mutual funds and ...
Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts. Established in 1946, the company is one of the largest asset managers in the world, with $5.4 trillion in assets under management, and $14.1 trillion in assets under administration, as of June 2024, [4] Fidelity Investments ...
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