529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
6 Keys to Managing Volatility in 529 Plans
By Thomas GoldmanFor long-term savers, market variance can be a quiet opportunity to make thoughtful, strategic adjustments.
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.
May 27, 2025
15 U.S. Universities With the Most Ultra-Wealthy AlumniOne institution has far more graduates worth $30 million or more than any other, Altrata research finds.
May 23, 2025
You May Soon Be Able to Pay for CE Credit With 529 Plan FundsThe proposal, part of the giant tax bill awaiting a Senate vote, also allows using those assets for CFP certification.
May 06, 2025
How Clients Can Maximize College Financial AidThink wealthy clients can afford to ignore college planning? Think again.
May 01, 2025
Two Big Ways Federal Student Loans Could Change for ClientsThe biggest changes to education funding in decades could be on the horizon, Ross Riskin warns.
April 29, 2025
Top 12 States for 529 Savings Plan Asset GrowthIn spite of the pandemic, students in these places made assets grow at least 60% over five years.
April 11, 2025
11 Common 529 Plan Questions, AnsweredThe educational accounts have a lot of potential but also come with a degree of complexity.