There’s a new rule in place that makes 529 plans an even more attractive way to save for your child’s education. As of last year, unused funds in a 529 plan can be transferred into a Roth IRA. As a ...

A new rule from the SECURE 2.0 Act allows families to move unused money from a 529 college savings plan into a Roth IRA. This change started in 2024 and gives more flexibility if college plans change.

Stephen Twomey has released a new informative resource exploring how private placements function within a self-directed IRA, the rules governing their use, and the potential benefits accredited ...