529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
June 22, 2016
States Roll Out 529 Plans for Disability ExpensesFollowing the passage of the ABLE Act in December 2014, several states have authorized plans similar to the college savings vehicles to cover disability-related expenses.
May 27, 2016
Advisor-Sold 529 Plans Lose Market Share Even as Assets GrowAdvisor-sold 529 plans account for 46% of all 529 plan assets, but more investors are choosing direct-sold funds with lower fees, according to Morningstar.
March 17, 2016
4 Tax-Efficient Ways to Pay for College, Pt. 2: 529 Plans and TrustsThe pros and cons of paying for a child's college expenses using 529 college savings plans and the less-widely-used but nevertheless often beneficial irrevocable trusts.
February 05, 2015
Bills on 529 plans, small biz taxes head for House voteFSI supports the two bills: one to loosen some rules on 529 plans and another to allow small businesses to deduct office equipment.
November 20, 2014
College Planning: Correcting the Great 529 Plan Mistake, Penalty-FreeHelping a client escape from an unsatisfactory 529 plan is possible, but you must understand the specific rules that apply to avoid taxes and penalties.
March 04, 2014
RIAs want more investment options in 529 plansRIAs concerns about the fees imposed by providers of 529 college savings plans has increased by more than half.
March 04, 2014
RIAs want more investment options in 529 plansRIAs concerns about the fees imposed by providers of 529 college savings plans has increased by more than half.
September 05, 2013
529 plan assets continue to growResearch shows 529 college savings plan assets hit $183.5 billion at the close of the second quarter, up from $180.3 billion in the first quarter.
September 05, 2013
529 plan assets continue to growResearch shows 529 college savings plan assets hit $183.5 billion at the close of the second quarter, up from $180.3 billion in the first quarter.
September 05, 2013
Saving in 529 Plans Continues to RiseAssets in 529 college savings plans increased slightly in the second quarter of 2013, according to data from Strategic Insight.