529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
November 22, 2024
529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered QuestionsThe strategy offers both big promise and big regulatory questions that remain to be answered.
November 21, 2024
Know These New Retirement Planning Rules for 2024 and BeyondNew Secure 2.0 rules affecting RMDs, catch-up contributions and more take effect in 2024 and 2025.
November 21, 2024
15 Best Colleges for a Finance DegreeUndergraduate finance degrees from these schools can yield high earnings at a relatively low cost, Degreechoices finds.
November 15, 2024
A Better Way to Coach Clients (and Their Children) Through College EnrollmentThe pressures of planning for higher education costs can trigger less-than-rational decision making.
November 04, 2024
20 Best-Paying Jobs for College Business Majors: 2024This popular course of study prepares graduates for a variety of potentially lucrative career tracks.
October 30, 2024
SEC Hit These 6 Firms With Reg BI Fines in 2024The SEC cracked down this year after industry complaints that FINRA was taking the lead.
October 29, 2024
5 Best 529 College Savings Plans: Morningstar, 2024The best plans have well-researched asset-allocation approaches and experienced investment teams.
October 03, 2024
Thrivent Takes Reg BI Hit Over Outdated Share Class CalculatorThe firm recommended pricier shares in two 529 plans after failing to account for a fee change, regulators said.
August 01, 2024
15 Best Value Private Colleges: Princeton Review, 2024The rankings take into account academics, costs, student debt, career services and graduation rates.
July 01, 2024
New Bill Expands 529 Plan Funds to Transportation, ParkingThe Accessible College Campus and Expanded Student Savings Act would make college more affordable, its backers say.