529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
4 Tax-Efficient Ways to Pay for College, Pt. 2: 529 Plans and Trusts
By Adrienne Penta, Michelle J. HongThe 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.
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.
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.