The massive federal budget bill that recently passed Congress has blessed 529 plans. Many clients contribute to their children’s and grandkids’ 529 accounts. Young adults can open and save in their ...

As of 2024, families can roll over unused 529 funds to the account beneficiary's Roth individual retirement account, without triggering income taxes or penalties, as long as the 529 plan has been open ...

You've decided that you want to save for your children's college education! That's a great first step to take in preparing financially for the future. But then, you hit a stumbling block - there's a ...

This holiday, skip the toys. Learn why families are asking for 529 and ABLE contributions to give kids a meaningful gift for ...

The average cost of college has more than doubled in the 21st century, leaving many students struggling to pay for higher ...

SACRAMENTO, Calif.--(BUSINESS WIRE)--Looking for a gift that goes beyond the holidays? ScholarShare 529, California’s official college savings plan, is offering a special incentive to encourage ...

State-sponsored 529 college savings plans have been around for decades, but many families are still unfamiliar with them or have misconceptions. This can cause them to overlook the increasing benefits ...

If you have an education savings account to manage while the stock market is flailing, and your kids are heading to college, you may be afraid to log in and survey the damage. Many consumers aren’t ...

North Carolina's National College Savings Program (NC 529) is giving away $1,529 in their 529 Day Dreamchaser Sweepstakes. NC 529 Hosts $1,529 Sweepstakes and Webinar to Celebrate Savings Plans We ...