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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. 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 ...

5. Ascensus - Wikipedia

   en.wikipedia.org/wiki/Ascensus

   Number of employees. 5,500 (2023 [2]) Website. www .ascensus .com. Ascensus, LLC. is an American financial services company that provides financial recordkeeping, tax-advantaged savings and retirement plan services. As of 2024, the company reports that it manages more than 14 million accounts and oversees more than $808 billion in assets under ...

6. 529 plan - Wikipedia

   en.wikipedia.org/wiki/529_plan

   529 plans are named after section 529 of the Internal Revenue Code — 26 U.S.C. § 529. While most plans allow investors from out of state, there can be significant state tax advantages and other benefits, such as matching grant and scholarship opportunities, protection from creditors and exemption from state financial aid calculations for ...

7. How My 529 College Savings Plan Worked For Me

   www.aol.com/finance/529-college-savings-plan...

   “Beyond this, starting Jan. 1, 2024, up to $35,000 in unused 529 funds can be rolled over to a Roth IRA for the 529 plan beneficiary subject to annual Roth IRA contribution limits and other ...

8. The Vanguard Group - Wikipedia

   en.wikipedia.org/wiki/The_Vanguard_Group

   The Vanguard Group, Inc. (commonly known as simply Vanguard) is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. [3] It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after ...

9. 529 Investment Strategy by Age - AOL

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

   It helps families review individual plans based on factors like performance and fees. Vanguard also has a 529 plan comparison tool that allows you to compare up to 3 different plans at a time.