The 529 education savings plan got a couple of big upgrades in 2024 as a tool to save and pay for school. Starting this year, Congress is allowing up to $35,000 in leftover savings in the plan to roll ...

Every year, investors use 529 plans to save for their loved ones' educations. While this tax-advantaged account has many benefits, one concern has long persisted with parents, grandparents and others: ...

Learn how to make 529 plan contributions as a gift, understand the gift tax rules, and explore how to contribute efficiently ...

College costs are rising faster than most family budgets, which is why turning a cash gift into a dedicated education fund ...

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College savers are heading into a very different rulebook, and the families who benefit most will be the ones who treat their 529 accounts as flexible planning tools instead of static savings buckets.

With the end-of-the-year holidays approaching, many generous grandparents are looking for ways to pass on some financial gifts to their grandchildren. But letting clients give savings bonds as ...

SACRAMENTO, Calif.--(BUSINESS WIRE)--As we celebrate Grandparents Day this Sunday, September 8, families are reminded of the invaluable role that grandparents can play in supporting and shaping their ...

The 529 plan is one of the most popular ways for families to save for college, as it offers strong tax advantages and means to grow money over time to cover educational expenses. Initially, 529 plans ...