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2. How to pick the best 529 plan - AOL

   www.aol.com/finance/pick-best-529-plan-173608708...

   Here are five of the top 529 plans: Ohio’s 529 plan, CollegeAdvantage. New York’s 529 plan, Direct Plan. Wisconsin’s 529 plan, Edvest. West Virginia’s plan, Smart 529 WV Direct College ...

3. 529 plan vs. Roth IRA: Here’s how families can use both to ...

   www.aol.com/finance/529-plan-vs-roth-ira...

   While the maximum contribution in each state’s plan may differ, any contributions over the maximum gift tax exclusion – $18,000 for 2024 – could make you liable for gift taxes. In contrast ...

4. How to roll over a 529 plan to a Roth IRA

   www.aol.com/finance/roll-over-529-plan-roth...

   Can jumpstart a child’s retirement savings: Any leftover money in a 529 plan can be used to help a child get a good start on tax-free retirement savings. Cons of converting a 529. Cannot be ...

5. 529 plan - Wikipedia

   en.wikipedia.org/wiki/529_plan

   For example, a 529 plan in which $2,000 is deposited each year for 18 years would accumulate over $4,000 in fees with a 1.1% expense ratio but only $1,400 in fees with a 0.4% expense ratio – a savings of $2,600. Generally, direct-sold 529 plans have lower fees than advisor-sold 529 plans. Deductibility of losses

6. Fidelity Investments - Wikipedia

   en.wikipedia.org/wiki/Fidelity_Investments

   Fidelity Investments. 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 $4.9 trillion in assets under management, and, as of December ...

7. 529 Investment Strategy by Age - AOL

   www.aol.com/finance/529-investment-strategy-age...

   How to Compare 529 Plan Options. If you're considering a 529 plan, you need to find the right one for your financial goals and risk tolerance. ... Direct-sold plans vs. advisor-sold plans. Is a ...

8. Guaranteed Education Tuition Program - Wikipedia

   en.wikipedia.org/wiki/Guaranteed_Education...

   The Guaranteed Education Tuition Program, or GET Program, is one of two 529 college savings plans administered by Washington College Savings Plans (WA529). WA529 is part of Washington Student Achievement Council, an agency of the U.S. state of Washington for residents of the state. GET is a 529 prepaid tuition savings plan, while Washington's ...

9. Is a Custodial or Individual 529 Plan Best for You? - AOL

   www.aol.com/custodial-individual-529-plan-best...

   The exclusion doubles to $32,000 for married couples. So if you have three kids and are married, you could contribute up to $32,000 to a 529 plan for each child. Bottom Line. Choosing a custodial ...