What's inside
A guide to 529 savings plans covering contribution and gifting limits, the new Roth IRA rollover option, expanded qualified expenses under OBBBA, and reporting rules, with a real-world family example.
A guide to 529 savings plans covering contribution and gifting limits, the new Roth IRA rollover option, expanded qualified expenses under OBBBA, and reporting rules, with a real-world family example.