529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
Ed Slott: 529-to-Roth IRA Rollover Is No Planning Panacea
By Melanie Waddell"I think advisors got the wrong idea" about this Secure 2.0 Act provision, Slott tells ThinkAdvisor.
January 19, 2023
Are 529 Plan Rollovers the New Backdoor Roth?This Secure 2.0 provision intrigues advisors, but there's some fine print, warns Ian Berger of Ed Slott and Co.
December 27, 2022
Jamie Hopkins on Secure 2.0: What's Overhyped, What's Interesting and What to WatchThe RMD age pushback is "not the most important provision" of the new law, the Carson exec says.
December 21, 2022
How to Invest a Year-End BonusIt's the end of the year, and your clients are receiving their bonuses. How should they invest them?
December 20, 2022
10 Ways Secure 2.0, Part of Spending Bill, Changes Retirement PlanningAmong them: an increase in the RMD age and 529 plan-to-Roth IRA rollovers.
December 08, 2022
Should Your Clients 'Superfund' Their 529 Plans?Clients with 529 college savings plans can "bunch" contributions for up to five years. But should they?
November 03, 2022
14 Best 529 College Savings Plans: Morningstar, 2022Just two plans earned Morningstar's highest rating, one of which has held its position for the past decade.
September 22, 2022
How to Help Parents When College and Retirement Collide: Advisors' AdviceClients who had kids in their 30s or later could hit two expensive milestones very close together.