529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
New Bill Removes Cap on 529-to-Roth IRA Rollovers
By Melanie WaddellThe 529 Retirement Enhancement Act of 2026 eliminates the $35,000 lifetime limit.
June 08, 2026
Best & Worst 529 College Savings Plans in 2026: MorningstarInvestor assets in the education accounts grew to a record $550 billion by the close of 2025.
April 08, 2026
Why David Blanchett Avoids 529sBut the popular retirement researcher doesn't think everyone else should necessarily do so.
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.