Can I read USAA 529 Plan Updates for 2024 on EtoBox?

USAA 529 Plan Updates for 2024 by kathleen.porche is a document available to read on EtoBox.

What is USAA 529 Plan Updates for 2024 about?

The supplement to the USAA 529 Education Savings Plan outlines significant updates, including the ability to roll over 529 plan funds to Roth IRAs starting January 1, 2024, under specific conditions. Additionally, the USAA Distinguished Valor Matching Grant program has expanded eligibility for military families in Nevada, effective October 1, 2023. The document also includes updates on fund names and performance metrics as of August 31, 2023.

Author

kathleen.porche

Language

EN