Key Points ・529 plans are no longer just for college degrees. New federal rules allow 529 plan withdrawals for credentialing, ...

Every year, investors use 529 plans to save for their loved ones' educations. While this tax-advantaged account has many benefits, one concern has long persisted with parents, grandparents and others: ...

A 529 account is a tax-advantaged savings plan designed primarily for education expenses, and recent legislation has significantly broadened its uses. As of July 2025 and the passage of the One Big ...

Learn about the contribution and account balance limits on 529 plans and the difference in contribution limits among states.

Financial advisors get these 529 plan questions from clients planning for college costs, from ownership transfers to Roth ...

Yet some people hesitate to use them. One common concern is oversaving. You can only use 529 funds can only cover qualified ...

The 529 education savings plan got a couple of big upgrades in 2024 as a tool to save and pay for school. Starting this year, Congress is allowing up to $35,000 in leftover savings in the plan to roll ...

InvestigateTV - If you are one of the almost 16 million people who have funded a 529 college savings account, you could soon be able to roll any leftover money into a retirement plan. The SECURE 2.0 ...

Explore options for using a traditional IRA to fund a grandchild's 529 plan, including tax implications and alternative funding strategies for education.

President Donald Trump's mega tax bill will expand the uses for 529 education savings plans, but enough limitations remain to potentially give some investors pause, some experts say. The legislation ...

AVIXA certification exams and prep courses are now eligible expenses under 529 education savings plans, making pro AV ...