Explore the new Trump accounts designed for children's savings, comparing their benefits against IRAs and 529 plans to ...

Advisors urge new parents to sign up for the $1,000 Treasury bonus, but note that brokerage accounts, UTMAs and 529 plans ...

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 ...

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 ...

The stock market's wild ride is having an impact on families who use a 529 college savings account, a tax-free way for parents to save for educational expenses. There are 17 million active 529 ...

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 new Roth IRA conversion option for unused money in 529 college savings plans, which went into effect this year, is likely to spur more college savings, according to a new survey from Saving For ...

The tax-free quality of money in a 529 tuition savings plan can be continued, even after the education spending need has passed, thanks to a provision in the SECURE Act 2.0. But the rules aren’t ...

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 ...

SACRAMENTO, Calif.--(BUSINESS WIRE)--Summer is fast approaching, and the excitement of graduations and educational achievements is in the air. During this festive season, higher education may be top ...