One big change from Secure Act 2.0 was the allowance of unused funds to be rolled from a 529 account to a Roth IRA beginning in 2024. There’s a... Read More
Utilizing a 529 plan can be greatly beneficial toward anticipating the expenses ahead; however, it is difficult to predict what may be received in grants and scholarships in the... Read More
An Iowa 529 college savings account is usually the best way to save for future education expenses for you, a child, or a grandchild. Iowa offers 2 different 529... Read More
An Iowa 529 is one of the most popular and tax-efficient ways that grandparents can set money aside for future college expenses for their grandchildren. 529s will continue to... Read More
Choosing the right investment option in your Iowa 529 is one of the most important factors for the long term growth of your savings. Saving in an Iowa 529... Read More
If you are saving for a child’s college, you are probably already aware of Iowa 529 accounts. These accounts provide tax free growth of your investments and give you... Read More
529 education savings accounts are one of the best ways to save for future college expenses. While you likely have a basic understand of how 529 accounts work, we... Read More
When looking ahead at future expenses, it is often easy for parents to see that the cost of college is a colossal one. It seems logical that a parent... Read More
College planning is much more than just saving in a 529 account. If you have a child nearing college age, saving in a 529 over the last decade or... Read More
College planning is much more than just funding a 529 plan and saving money for 15 years. This section of our college planning guide covers strategies available to help... Read More
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