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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

Attend free webcasts to get the info you need to solve business challenges!

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IRS Issues Rollover Relief for Maryland Prepaid 529 Plan
529-to-Roth Rollovers: What We Still Don't Know
Estate Planning: 5 Seasonal Thoughts on Clients’ Minds
17 Best 529 College Savings Plans: Morningstar
FPA Joins New Coalition to Back 529 Plan Bill

Podcasts

Listen to free podcasts to get the info you need to solve business challenges!

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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