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 ...

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

529 accounts not used for education can now be put into Roth IRAs, further strengthening the offering as an employee benefit. As of 2024, 529 plan investments not used for educational purposes can be ...

Graduation season is upon us. And while this time brings excitement at watching your child move on to the next stage of their life, it brings many questions as well. One of the questions we receive ...

A 529 college savings plan can be a powerful tool when saving for future education expenses because investments in the plan can increase tax-free, but many savers don’t take full advantage of all the ...

Recent changes implemented by Secure Act 2.0 provide a powerful retirement opportunity. Starting in 2024, Congress changed the way that 529 accounts work. A 529 account is made with a beneficiary ...

While many people don't have an extra $9,000 to spare, leaving the funds in the 529 account might make the most sense if you ...

Beginning in 2024, due to new rules within the SECURE Act 2.0, federal law now allows for up to $35,000 in a 529 account to be rolled over to a Roth individual retirement account (“IRA”) for the ...

Parents can also roll 529 funds over into a Roth IRA, converting college savings into retirement money with additional time ...

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