529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
June 07, 2013
529 plans: Dealing with the bad and the goodWhat if the account owner dies? Or lucks out and saves too much? Here's what to do.
June 05, 2013
Net flows into 529 plans highest since 2011Total 529 savings plan assets hit $180.3 billion at the close of Q1, up from $168.5 billion in Q4.
October 18, 2012
Best and Worst 529 College Plans for 2012: MorningstarWhats striking this year is the big pool of winners, a reflection of the improvement in the 529 industry since it hit bottom in 2008and seven of the 27 medalists are advisor-sold.
September 24, 2012
Years Away From College? Some Families Choose to Pay NowIn 2010-2011, the annual current dollar costs for tuition, room and board at a public college was more than $13,000, according to the National Center for Education Statistics.
May 29, 2012
3 Major Changes to 529 PlansStates have been lowering fees and adding FDIC-insured CDs, among other notable adjustments of which advisors should be aware.
December 09, 2011
Tax Benefits of 529 Plans Vary Widely (Wall Street Journal)Contributions to a 529 college savings plan, while risky in a tumultuous market, can deliver big savings for investors -- but it depends on what state they're in.
December 09, 2011
Tax Benefits of 529 Plans Vary Widely (Wall Street Journal)Contributions to a 529 college savings plan, while risky in a tumultuous market, can deliver big savings for investors -- but it depends on what state they're in.
November 22, 2011
FRC Report: 529 Plan Assets Dip by 10% in Third QuarterThe market value of 529 college saving plan assets declined by more than 10% in the third quarter, according to a new report.
November 22, 2011
FRC Report: 529 Plan Assets Dip by 10% in Third QuarterThe market value of 529 college saving plan assets declined by more than 10% in the third quarter, according to a new report.
August 01, 2010
Morningstar to Rate 529 PlansMorningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within...