Roth IRA for Education

The Roth IRA is primarily a tool to save for retirement, but it may also prove useful when it is time to pay for higher education. The Roth IRA is an attractive way to fund college if you stay within certain guidelines.
  1. Non-taxed Distributions

    • Since you have already paid taxes on the money you have put in your IRA, you won't be taxed when you take that money out to pay qualifying educational expenses. If you withdraw some of your Roth IRA's earnings (the amount the account has grown), however, you will have to pay 10 percent tax on that income.

    Beneficiary

    • Roth IRA distributions may be used to pay for educational expenses for you, your spouse, child or grandchild.

    Qualifying Institutions

    • Roth IRA distributions may be used at educational institutions that accept federal financial aid administered by the U.S. Department of Education. This includes virtually all accredited colleges and universities.

    Qualifying Expenses

    • Distributions from your Roth IRA may help you pay for qualifying educational expenses such as tuition, books and supplies. Room and board also qualifies when a student is enrolled at least half time.

    Tap Into Other Resources First

    • Look first to grants, scholarships, fellowships, employer contributions, gifts and other savings to pay college expenses, so will have enough money for retirement.

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