529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
New Bill Expands 529 Plan Funds to Training Programs, Including CFP Mark
By Melanie WaddellThe legislation allows the education accounts to be used to pay for postsecondary training and credentialing.
February 20, 2025
Two Big Things We Still Don’t Know About 529 Plan to Roth IRA RolloversAdvisors and clients continue to seek IRS guidance on this helpful savings option.
December 26, 2024
What to Tell Clients About the New College Aid FormAfter a rough ride with last year's FAFSA, applicants should expect an easier time with the latest version.
December 18, 2024
UConn’s Endowment Abandons Hedge Funds for New Kind of ETFThe increasingly popular exchange-traded funds use options to protect against losses while capping upside gains,
December 16, 2024
How Americans Define Financial SuccessThe majority of respondents to an Empower survey cited not wealth but what money can buy.
November 22, 2024
529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered QuestionsThe strategy offers both big promise and big regulatory questions that remain to be answered.
November 21, 2024
Know These New Retirement Planning Rules for 2024 and BeyondNew Secure 2.0 rules affecting RMDs, catch-up contributions and more take effect in 2024 and 2025.
November 21, 2024
15 Best Colleges for a Finance DegreeUndergraduate finance degrees from these schools can yield high earnings at a relatively low cost, Degreechoices finds.