529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
10 Industries College Grads Find Most Promising: 2025
By Michael S. FischerThree-fourths rate their career prospects as at least 7 on a 10-point scale, CFA Institute reported.
June 12, 2025
Treasury Weighs Rules That May End Colleges’ Tax Status Over Race PoliciesPrivate, nonprofit schools would no longer be tax exempt if they favor any racial groups in financial aid.
June 12, 2025
Lawmakers, CEOs Praise $1,000 401(k) ‘Trump Accounts’ for Babies in Tax BillTrump staged an event Monday to promote the tax-deferred investment accounts for newborns.
June 11, 2025
12 Most Educated States: 2025These states may be good places to find high-income clients.
June 03, 2025
6 Keys to Managing Volatility in 529 PlansFor long-term savers, market variance can be a quiet opportunity to make thoughtful, strategic adjustments.
May 30, 2025
3 Keys to Taking Advantage of 529sNot just college savings vehicles, the accounts have evolved, enhancing their long-term planning value.
May 29, 2025
How 'Trump Accounts' for Children Would WorkThe accounts would offer more spending flexibility but fewer tax benefits than 529 plans.
May 28, 2025
4 Pro Tips for Funding and Using 529 PlansFor 529 Day, here's how to help clients make the most of this tax-friendly college planning strategy.