As FAFSA rules change, more grandparents may save in 529 plans
More grandparents may consider funding a 529 plan for their grandchildren as financial aid rules change.
Tag: 529 savings plan
SECURE 2.0 closes in on the finish line
SECURE 2.0 garnered significant bipartisan support in Congress and expands on the goals of the 2019 bill to help people save more for retirement.
Tax advantages of college savings plans
As college costs continue to rise, it’s more important than ever for families to understand the tax advantages of saving.
The urgency behind year-end planning
The end of year is a critical time for financial planning — with many strategies having a December 31 deadline. Chris Hennessey explains why urgency about financial planning moves may be specific to the final quarter of the year, including: required minimum distributions, gifting, funding a 529 college savings plan, or reviewing asset allocations. Investors