529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
Why David Blanchett Avoids 529s
By Dinah Wisenberg BrinBut the popular retirement researcher doesn't think everyone else should necessarily do so.
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.
July 18, 2025
'Big Beautiful Bill': 10 Tax Planning Points to Act On NowHere's a quick guide to help advisors move past the noise around the new tax law and into action.
July 09, 2025
15 Best Value Private Colleges and Universities: 2025The Princeton Review analyzed data on academics, costs, financial aid, student debt and graduates' salaries.