For audiences ranging from our clients, to the wider community, to the broader wealth management profession, Chatham regularly shares resources, opportunities, and insights to provide fresh perspectives and advice.
Chatham Resource Library
Use the 529 Grandparent Loophole to Maximize College Savings
Use a 529 plan to fund a grandchild’s education without impacting their financial aid eligibility.
529-to-Roth IRA Rollovers: What to Know
The SECURE 2.0 Act allows savers to roll unused 529 funds into the beneficiary's Roth IRA without a tax penalty. But that's probably not a reason to overfund 529s.
What Can You Buy With 529 Distributions?
Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college savings plan can help. And they're not just for college anymore - added to the tuition eligibility are K-12, private and religious schools.
Getting a Head Start on College Savings
One study estimates the average cost of raising a child to the age of 17 for a middle-income family is about $310,605. As a point of comparison, the median home price in the U.S. was $417,700 at the end of 2023.