529 funds must be converted by paying the amount directly to a Roth IRA — you can’t pay yourself and then deposit the money into the Roth IRA later. You can contribute to a Roth IRA only if you have ...

You can roll over your unused 529 dollars into a Roth IRA or ABLE account, but there are limits. One common concern is oversaving.

They come with the promise of free money and financial stability—but don’t forget to read the fine print. That’s the takeaway from financial advisors on so-called “Trump accounts,” in light of this ...

Trump accounts are a new type of tax-deferred investment vehicle for U.S. children, created under President Trump's "big, beautiful bill" tax and spending bill, which promises $1,000 seed ...