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 ...

The boundaries between retirement, savings and wealth management are blurring, and the shift is accelerating as $84 trillion ...

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

As an accountant and business advisor I sometimes get questions about the pros and cons of 529 Plan contributions. I’ve seen firsthand with my own children how small and consistent choices we make ...

As the year draws to a close, key deadlines to take advantage of money-saving opportunities are fast approaching. From ...

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 ...

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 ...