Once viewed narrowly as college savings tools, 529 plans have significantly evolved over the years. They are now among the most flexible and tax-efficient financial tools available, covering ...

Morningstar analysis reveals top five picks as assets in education savings plans cross a key $500-billion milestone.

There is still time to make contributions for 2025 to retirement plan accounts — but not much. Many employer-provided ...

Put down the pumpkin pie and get ready for tax planning: These retirement tax moves could help you prepare for 2026. Retirees are in a unique planning position compared with other tax filers heading ...

While there are no specific 529 plan contribution limits, most people consider the $19,000 annual gift tax exclusion to be the main contribution limit. 529 plans are tax-advantaged accounts that allow ...

With the cost of college increasing every year, new data shows more families are saving up for their children’s college education, and they’re starting to save earlier than ever before. Merrill Lynch ...

Summer is over, and fall is upon us, bringing the familiar rhythm of a new school year. For many parents, it’s a time to reflect on the future. Naturally, many begin to think about how they can best ...