The massive federal budget bill that recently passed Congress has blessed 529 plans. Many clients contribute to their children’s and grandkids’ 529 accounts. Young adults can open and save in their ...

529 plans come in two flavors: Simple savings and prepaid tuition. Consider your timeline before setting up a 529 plan. Also consider your state, what 529 plans it offers, and how it taxes them. Are ...

The best place to open a 529 plan for most Americans is their own state. 529 plans come with a host of great benefits, but those benefits are governed by their state tax rules. Opening a 529 plan in ...

Discover five essential risks of investing in 529 plans and how to avoid them, ensuring you maximize education savings for your child's future.

If you have an education savings account to manage while the stock market is flailing, and your kids are heading to college, you may be afraid to log in and survey the damage. Many consumers aren’t ...

If you’ve ever watched a child unwrap a mountain of toys only to forget half of them by January, you’re not alone. This year, more families are opting for alternative gifting, a growing trend that ...

— -- Q: Aren't 529 college savings plans terrible for people investing for college, since they can go down when the stock market falls? A: Hopefully this statement isn't going to surprise anyone: ...

529 plans. You've been hearing about them since your first child was born. You've put off opening them nearly as long. And now the day has come. It's time to seriously consider whether or not to open ...