KrisD15
Expert Alumni

Education

This may or may not be useful advice but going forward, if the student is a beneficiary of a 529 plan and that savings may not be needed because of the GI Bill, you might consider rolling the funds from the 529 Plan into a Roth IRA. 

 

This is a new option starting this year 2024 as part of the Secure 2.0 Act.

 

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