529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
How 'Trump Accounts' for Children Would Work
By Dinah Wisenberg BrinThe accounts would offer more spending flexibility but fewer tax benefits than 529 plans.
May 23, 2025
You May Soon Be Able to Pay for CE Credit With 529 Plan FundsThe proposal, part of the giant tax bill awaiting a Senate vote, also allows using those assets for CFP certification.
May 06, 2025
How Clients Can Maximize College Financial AidThink wealthy clients can afford to ignore college planning? Think again.
May 01, 2025
Two Big Ways Federal Student Loans Could Change for ClientsThe biggest changes to education funding in decades could be on the horizon, Ross Riskin warns.
April 29, 2025
Top 12 States for 529 Savings Plan Asset GrowthIn spite of the pandemic, students in these places made assets grow at least 60% over five years.
April 11, 2025
11 Common 529 Plan Questions, AnsweredThe educational accounts have a lot of potential but also come with a degree of complexity.
April 08, 2025
New Bill Expands 529 Plan Funds to Training Programs, Including CFP MarkThe legislation allows the education accounts to be used to pay for postsecondary training and credentialing.
April 08, 2025
20 Most Expensive Colleges: 2025Get ready for sticker shock: These numbers don't even include room and board.