Advisors’ top 529 questions, answered
Many families think about college savings during the month of May and seek to learn more about 529 plans.
Many families think about college savings during the month of May and seek to learn more about 529 plans.
Grandparents may want to explore funding a 529 plan for their grandchildren. Here are some considerations such as the impact on estate plans and student aid.
For families saving for college, 529 plans remain popular. Here are some key facts about 529 plans.
Considering the broader tax benefits, 529 plans may be a more tax-efficient way to save for college than custodial accounts.
The SECURE 2.0 Act, signed into law in late 2022, was a follow-up to the original SECURE Act passed in 2019. The bill included more than 90 different provisions scheduled to be phased in over several years. SECURE 2.0 introduced wide ranging changes to employer-sponsored retirement plans as well as IRAs. For 2024, there are
Important changes to the FAFSA filing will take effect this year and impact student aid levels for some families.
Families with college-bound students may want to consider a plan with a dual approach to help achieve college planning goals.
As more students consider studying abroad it is important to understand program requirements and map out a plan.
The need to save for college becomes more significant with less federal aid available and loan forgiveness proposal is struck down by SCOTUS.
A growing number of families are using 529 plans to save for college.