529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
How Clients Can Maximize College Financial Aid
By Roger WohlnerThink wealthy clients can afford to ignore college planning? Think again.
April 11, 2025
11 Common 529 Plan Questions, AnsweredThe educational accounts have a lot of potential but also come with a degree of complexity.
April 08, 2025
New Bill Expands 529 Plan Funds to Training Programs, Including CFP MarkThe legislation allows the education accounts to be used to pay for postsecondary training and credentialing.
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,