529 Plans

Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.

Treasury Weighs Rules That May End Colleges’ Tax Status Over Race Policies

June 12, 2025

Treasury Weighs Rules That May End Colleges’ Tax Status Over Race Policies
Lawmakers, CEOs Praise $1,000 401(k) ‘Trump Accounts’ for Babies in Tax Bill

June 12, 2025

Lawmakers, CEOs Praise $1,000 401(k) ‘Trump Accounts’ for Babies in Tax Bill
12 Most Educated States: 2025

June 11, 2025

12 Most Educated States: 2025
6 Keys to Managing Volatility in 529 Plans

June 03, 2025

6 Keys to Managing Volatility in 529 Plans
3 Keys to Taking Advantage of 529s

May 30, 2025

3 Keys to Taking Advantage of 529s
How 'Trump Accounts' for Children Would Work

May 29, 2025

How 'Trump Accounts' for Children Would Work
4 Pro Tips for Funding and Using 529 Plans

May 28, 2025

4 Pro Tips for Funding and Using 529 Plans