(UPDATED December 5, 2023) - In December of 2022, the federal government enacted SECURE 2.0 of 2022, which delivers dozens of retirement-related provisions. Among them is the ability to make tax- and penalty-free rollovers from your 529 plan into a Roth IRA. This new benefit will go into effect on January 1, 2024, and we anticipate that you will be able to take advantage of it with your WA529 GET or DreamAhead account.

(March 16, 2022) It is already that time. Although we don’t want to admit it, we must. It’s tax season. Those two words alone can make teeth grind and headaches emerge. Most of us will ask ourselves “When will I have the time and energy?” seemingly over and over before finally sitting down to get started. Not only that, but are all documents and passwords needed to file in order? While these are dreaded questions, there is another that brings a bit of joy and hopefulness. If receiving a refund, where should it go how will I use it?