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529 Planning

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

Webcasts

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On 529-to-Roth Rollovers, Advisors Await IRS Answers, With a Shrug
IRS Issues Rollover Relief for Maryland Prepaid 529 Plan
529-to-Roth Rollovers: What We Still Don't Know
17 Best 529 College Savings Plans: Morningstar
FPA Joins New Coalition to Back 529 Plan Bill

Podcasts

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10 ‘Nerdy’ Facts About 529 College Savings Plans
Supreme Court Throws Out Biden’s Student-Loan Relief Plan
Roth IRA vs. 529 Plan: How Should Your Clients Save for College?
3 Tax-Smart Strategies to Help Clients Plan for College
Beware the Pitfalls of Secure 2.0: Wade Pfau