529 Plans

Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.

College Planning Slideshow

11 Common 529 Plan Questions, Answered

By John Manganaro
How to Talk With Clients About Saving for a Disability

March 28, 2025

How to Talk With Clients About Saving for a Disability
Two Big Things We Still Don’t Know About 529 Plan to Roth IRA Rollovers

February 20, 2025

Two Big Things We Still Don’t Know About 529 Plan to Roth IRA Rollovers
What to Tell Clients About the New College Aid Form

December 26, 2024

What to Tell Clients About the New College Aid Form
UConn’s Endowment Abandons Hedge Funds for New Kind of ETF

December 18, 2024

UConn’s Endowment Abandons Hedge Funds for New Kind of ETF
How Americans Define Financial Success

December 16, 2024

How Americans Define Financial Success
529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered Questions

November 22, 2024

529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered Questions
Know These New Retirement Planning Rules for 2024 and Beyond

November 21, 2024

Know These New Retirement Planning Rules for 2024 and Beyond