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  2. BlackRock - Wikipedia

    en.wikipedia.org/wiki/BlackRock

    BlackRock, Inc. is an American multinational investment company.Founded in 1988, initially as an enterprise risk management and fixed income institutional asset manager, BlackRock is the world's largest asset manager, with US$10 trillion in assets under management as of December 31, 2023. [1]

  3. 529 plan - Wikipedia

    en.wikipedia.org/wiki/529_plan

    A 529 plan, also called a Qualified Tuition Program, [ 1] is a tax-advantaged investment vehicle in the United States designed to encourage saving for the future higher education expenses of a designated beneficiary. In 2017, K–12 public, private, and religious school tuition were included as qualified expenses for 529 plans along with post ...

  4. Larry Fink - Wikipedia

    en.wikipedia.org/wiki/Larry_Fink

    Larry Fink. Laurence Douglas Fink (born November 2, 1952) is an American billionaire businessman. He is a co-founder, chairman and CEO of BlackRock, an American multinational investment management corporation. [ 1]

  5. 529-To-Roth IRA Rollovers: What You Need To Know

    www.aol.com/finance/529-funds-now-rolled-roth...

    A 529 plan is a college savings plan that provides tax advantages when used for qualifying purposes, similar to a Roth IRA or 401(k), except the money is used for education rather than retirement.

  6. What is a 529 plan and how is it used? - AOL

    www.aol.com/finance/529-plan-used-175045824.html

    Plan ahead to avoid potentially violating a plan’s rules. Student loan repayment. A lifetime total of $10,000 can be used to pay back student loans , and as much as another $10,000 can be used ...

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

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

    The 529 education savings plan is getting a lot more interesting in 2024. Starting this year, unused money in a 529 plan can be converted into a Roth IRA, eliminating one of the major defects in ...

  8. iShares - Wikipedia

    en.wikipedia.org/wiki/IShares

    iShares. iShares is a collection of exchange-traded funds (ETFs) managed by BlackRock, which acquired the brand and business from Barclays in 2009. The first iShares ETFs were known as World Equity Benchmark Shares (WEBS) but have since been rebranded. [ 1] Most iShares funds track a bond or stock market index, although some are actively managed.

  9. Do the Pros of a 529 Rollover to a Roth IRA Outweigh the Cons?

    www.aol.com/pros-529-rollover-roth-ira-134901365...

    A 529 Rollover to a Roth IRA is a financial strategy where an individual transfers funds from a 529 college savings plan, designed to pay for educational expenses, into a Roth IRA. This is a ...

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