529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
A Better Way to Coach Clients (and Their Children) Through College Enrollment
By John ManganaroThe pressures of planning for higher education costs can trigger less-than-rational decision making.
October 29, 2024
5 Best 529 College Savings Plans: Morningstar, 2024The best plans have well-researched asset-allocation approaches and experienced investment teams.
October 03, 2024
Thrivent Takes Reg BI Hit Over Outdated Share Class CalculatorThe firm recommended pricier shares in two 529 plans after failing to account for a fee change, regulators said.
August 01, 2024
15 Best Value Private Colleges: Princeton Review, 2024The rankings take into account academics, costs, student debt, career services and graduation rates.
July 01, 2024
New Bill Expands 529 Plan Funds to Transportation, ParkingThe Accessible College Campus and Expanded Student Savings Act would make college more affordable, its backers say.
March 06, 2024
On 529-to-Roth Rollovers, Advisors Await IRS Answers, With a ShrugWhile open questions remain around these rollovers, some advisors say there are better ways to save for college.
January 25, 2024
IRS Issues Rollover Relief for Maryland Prepaid 529 PlanSome transfers from the plan, which had accounting issues, to another plan can be excluded from gross income.
January 24, 2024
529-to-Roth Rollovers: What We Still Don't KnowClients and advisors would be wise to tread carefully until the IRS provides more clarity.