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 ...

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 ...

・529 plan assets grew from $388 billion in 2022 to more than $525 billion by early 2025, driven by expanded benefits and broader uses. ・The SECURE 2.0 Act now allows families to roll up to $35,000 in ...

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 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 ...

Morningstar rated the nation's 529 college savings plans. Ratings for the 64 of the nation's largest 529 college savings plans were released by Morningstar and show some downsides exist for families ...

Recent market volatility largely due to President Donald Trump's changing tariff policies comes at a particularly bad time for college savers. With the S&P 500 whipsawing in 2025, some families who ...

Alaska 529 sent letters in July to past contributors, but some didn’t notice until a new account opened in their name when dividends went out in October.

If you’ve ever watched a child unwrap a mountain of toys only to forget half of them by January, you’re not alone. This year, more families are opting for alternative gifting, a growing trend that ...