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Treasurer Smith Celebrates IAble's $10 Million Withdrawn for Qualified Disability Expenses

State Treasurer Roby Smith announces IAble, Iowa s Achieving a Better Life Experience (ABLE) plan, has reached an important milestone. ....

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Treasurer Smith Spreads Awareness of IAble for ABLE to Save Month

Treasurer Smith Spreads Awareness of IAble for ABLE to Save Month
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529 Plans Now Allow Retirement Rollovers —What Are the Limitations?

Changes that started with federal legislation passed in 2022 are now in effect for those with 529 education savings accounts. Now, besides putting aside funds for school expenses, account owners can jumpstart their retirement savings. Starting Jan. 1, account owners are now able to roll over unused funds to Roth IRA accounts. It’s an important […] ....

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Wirex Unveils Dual-Mode Card Transforming the Landscape of Financial Innovation

Wirex Unveils Dual-Mode Card Transforming the Landscape of Financial Innovation
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Have Leftover 529 Funds? Expert Strategies for Unused Balances

Excess 529 funds represent both a challenge and an opportunity, and knowing your options is essential. Higher education costs are still on the rise. Tuition inflation at public four-year colleges averaged 12% from 2010 to 2022, according to the Education Data Initiative. With this surge and the resuming of student loan payments this month, it’s no surprise families are looking closely at their 529 plans.Some 529 plan account owners have discovered leftover balances, and determining how to handle ....

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