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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

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Use Roth IRAs to Save for College
Morgan Stanley-Backed Fintech Teams With Schwab on Advisor AI Solutions: Tech Roundup
New Bill Would Allow Rollovers From 529 Plans to Roth IRAs
Most College Savers Don’t Know About 529 Plans: Edward Jones
FINRA Orders Advisor Group, LPL, MML, UBS, Wells Fargo to Pay $9.5M Over 529 Plans

Podcasts

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

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Deepen Relationships With 3 Additional Accounts
7 Worst 529 College Savings Plans of 2021: Morningstar
Kitces Gives Schwab's iRebal Enhancements a Thumbs Up: Tech Roundup
15 Best 529 College Savings Plans of 2021: Morningstar
J.P. Morgan Drops Upfront Fee on Some 529 Plans