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Posts tagged 529 Plan

Why Your 529 Plan Should Get More Conservative as College Approaches

Learn why shifting your 529 plan to more conservative investments as college nears helps protect your savings so that funds are ready when needed.

Education PlanningParkshore Wealth ManagementAugust 1, 2025529 Plan, College Savings, Investment Strategy, Risk Management, Family Finance, Saving for College, Tax Advantaged Accounts

Key Retirement Planning Changes in SECURE Act 2.0

Here are some of the most significant changes affecting retirement savers and retirees in the SECURE Act 2.0.

Retirement PlanningParkshore Wealth ManagementJanuary 30, 2023SECURE Act 2.0, IRA, 401(k), 401(b), RMD, Required Minimum Distribution, 529 Plan, Roth

5 Uses for Your 529 Plan Besides College Tuition

Concerned that you may have more in your 529 college savings plan than you need? Here are five other uses besides paying for college tuition.

Education PlanningParkshore Wealth ManagementJune 1, 2021529 Plan, K-12, College Loans, Apprenticeships, College Savings