529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
How Roth IRAs and 529s Can Fund College for Grandchildren
By Robert Bloink and William H. ByrnesThe two tax-favored savings vehicles have advantages when used separately and together.
February 09, 2026
New Bill Lets First-Time Homebuyers Tap 529 PlansThe Save for Success Act allows distributions from qualified tuition programs to be used for qualified housing expenses.
January 28, 2026
New Bill Allows Use of 529 Plans to Pay College Application FeesSuch fees are "an often overlooked cost that can deter first-generation applicants," said Rep. Janelle Bynum.
November 25, 2025
New Bill Expands 529 Plans to Include Child Care CostsThe Early Education Savings Program Act allows account funds to be used at state-licensed facilities.
November 14, 2025
When Funding College With Roth IRAs Makes Sense: Levine, SlottWhile 529 accounts are tailor-made for educational expenses, they aren't always optimal, the retirement experts say.
November 10, 2025
18 Best 529 Plans for 2025: MorningstarThese plans offer exceptional stewardship of investor capital and well-constructed portfolios, according to analysts.
July 29, 2025
10 Best MBA Programs for Finance: Princeton ReviewFor advisors, an MBA can be a stepping stone to high-end wealth management or a leadership role.
July 23, 2025
Tax and Spending Bill Expands Savings Options for ChildrenThe legislation creates Trump accounts for minors and boosts 529 education plan benefits.