Here's an article on 529 Plan vs Custodial Account to help you decide which one is a better choice for your grandchildren in ...
College savers are heading into a very different rulebook, and the families who benefit most will be the ones who treat their 529 accounts as flexible planning tools instead of static savings buckets.
With strict rules and limited tax benefits, Trump accounts aren’t right for every family—particularly if they’ re not eligible for government or private seed contributions.
The recently passed One Big Beautiful Bill Act (OBBBA), along with the Secure Act 2.0 of 2022, expands the utilization requirements of 529 plans. These new rules provide meaningful tax-saving ...
Once viewed narrowly as college savings tools, 529 plans have significantly evolved over the years. They are now among the most flexible and tax-efficient financial tools available, covering ...
Any child under the age of 18 in the U.S. with a valid social security number can open a Trump Account starting next year, leading financial advisors to start fielding questions from clients on how ...
529 education savings plans are powerful tools to help pay for the mounting costs of an education. Yet some people hesitate to use them. One common concern is oversaving. You can only use 529 funds ...
The goal of 529 plans is to make it easier to save for college. These tax-advantaged investment accounts allow you to save and use the growth tax-free to pay for qualified educational expenses. Like ...