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529 Plan Ownership Rules Explained
529 plans can be confusing, and 529 plan ownership rules don't make it any better. 529 plans provide a tax-advantaged way to save for education costs. Generally, parents or grandparents open up 529 ...
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 ...
Fidelity Investments' contract as program manager for Massachusetts' 529 college savings program, the $2.5 billion U.Fund College Investing Plan, has been renewed by Massachusetts Educational ...
President Trump’s new policy law has broadened the uses of plans that were once primarily for saving for college. “They’ve become education savings accounts,” one expert said. By Ann Carrns For years, ...
I’m sure you’ve noticed, the light of the late afternoon and evening has already changed here in Northwest Indiana. While we still have plenty of daylight, the shadows foretell the future. Summer is ...
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