Trump accounts offer a new tax-preferred way for families to save money for their kids. Here are the pros and cons.

A 529 savings plan is often seen as a tool for funding college, but thanks to recent changes, it can also help your child save for retirement. So if you've been reluctant to open a 529 savings plan ...

Much like the way 401(k) plans revolutionized retirement savings decades ago, 529 savings plans have transformed how families ...

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 ...

The best place to open a 529 plan for most Americans is their own state. 529 plans come with a host of great benefits, but those benefits are governed by their state tax rules. Opening a 529 plan in ...

As of 2024, families can roll over unused 529 funds to the account beneficiary's Roth individual retirement account, without triggering income taxes or penalties, as long as the 529 plan has been open ...

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

SACRAMENTO, Calif.--(BUSINESS WIRE)--Looking for a gift that goes beyond the holidays? ScholarShare 529, California’s official college savings plan, is offering a special incentive to encourage ...

If you have an education savings account to manage while the stock market is flailing, and your kids are heading to college, you may be afraid to log in and survey the damage. Many consumers aren’t ...

North Carolina's National College Savings Program (NC 529) is giving away $1,529 in their 529 Day Dreamchaser Sweepstakes. NC 529 Hosts $1,529 Sweepstakes and Webinar to Celebrate Savings Plans We ...