529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
Top 12 States for 529 Savings Plan Asset Growth
By Allison BellIn spite of the pandemic, students in these places made assets grow at least 60% over five years.
April 08, 2025
20 Most Expensive Colleges: 2025Get ready for sticker shock: These numbers don't even include room and board.
March 28, 2025
How to Talk With Clients About Saving for a DisabilityDevelopmental Disabilities Awareness Month is a reminder that many physical and mental disabilities are not visible.
February 20, 2025
Two Big Things We Still Don’t Know About 529 Plan to Roth IRA RolloversAdvisors and clients continue to seek IRS guidance on this helpful savings option.
December 26, 2024
What to Tell Clients About the New College Aid FormAfter a rough ride with last year's FAFSA, applicants should expect an easier time with the latest version.
December 18, 2024
UConn’s Endowment Abandons Hedge Funds for New Kind of ETFThe increasingly popular exchange-traded funds use options to protect against losses while capping upside gains,
December 16, 2024
How Americans Define Financial SuccessThe majority of respondents to an Empower survey cited not wealth but what money can buy.
November 22, 2024
529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered QuestionsThe strategy offers both big promise and big regulatory questions that remain to be answered.