A 529 account is a tax-advantaged savings plan designed primarily for education expenses, and recent legislation has significantly broadened its uses. As of July 2025 and the passage of the One Big ...

The 529 education savings plan got a couple of big upgrades in 2024 as a tool to save and pay for school. Starting this year, Congress is allowing up to $35,000 in leftover savings in the plan to roll ...

The 2025 federal tax law risks making 529 plans more costly for states by increasing tax avoidance and allowing wealthy ...

President Donald Trump's mega tax bill will expand the uses for 529 education savings plans, but enough limitations remain to potentially give some investors pause, some experts say. The legislation ...

While the Republican-backed budget reconciliation bill still has a long way to go through the hallowed halls of Congress, it could eventually bring positive changes for education-focused savers, ...

When President Donald Trump signed the massive "One Big Beautiful Bill" into law on July 4th, he created several new savings options for parents and grandparents of school-age children. But wading ...

GREENSBORO, N.C. — 529 College Savings Plans have strict guidelines on how the money can be used. However, this summer, a significant change occurred when lawmakers passed legislation. Now, 529 funds ...

PLANS. JOINING US THIS MORNING TO BREAK DOWN ALL THE EDUCATIONAL CHANGES, OF COURSE, VICE PRESIDENT, FINANCIAL ADVISOR AT CAPTRUST, CATHERINE MCCALL, THANK YOU SO MUCH FOR JOINING US. HAPPY TO BE HERE ...

Federal legislation has been proposed that would allow a popular college savings program to be expanded to cover the education costs of children attending kindergarten through high school. Rep. Ann ...

Once viewed narrowly as college savings tools, 529 plans have significantly evolved through a series of legislative changes. They are now among the most flexible and tax-efficient financial tools ...