For parents wishing to optimize their educational savings plans, the convergence of two powerful investment vehicles — the 529 plan and the Roth IRA — presents a tremendous opportunity for long-term financial planning. While traditionally viewed as separate entities,...
Unlocking the Potential of Your Educational Savings: Transferring 529 Funds to a Roth IRA
For parents wishing to optimize their educational savings plans, the convergence of two powerful investment vehicles —...