529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
17 Best 529 College Savings Plans: Morningstar
By Michael S. FischerThe overall quality of these tax-friendly college savings vehicles is rising, analysts find.
June 30, 2023
Supreme Court Throws Out Biden's Student-Loan Relief PlanStudent loan payments are set to resume in late August after a three-year pause.
June 29, 2023
Roth IRA vs. 529 Plan: How Should Your Clients Save for College?Each type of plan has its own set of characteristics that clients should understand.
June 09, 2023
3 Tax-Smart Strategies to Help Clients Plan for CollegeHigher education is a significant investment for many families, but advisors can make it less daunting.
May 18, 2023
Beware the Pitfalls of Secure 2.0: Wade PfauThe retirement researcher also gives ThinkAdvisor his view on whether there might be a "Secure 3.0 Act."
May 16, 2023
529 Plans: Saving for College, Retirement, and Now Elder Care?Argentum, a group for assisted living facilities, makes the suggestion in a new discussion of long-term care funding ideas.
April 20, 2023
New Bill Allows 529 Plans to Be Tapped for CFP, CPA ExamsThe bill would allow use of college savings plan money to pay for maintaining postsecondary credentials.
April 19, 2023
Can Your Clients Tap an IRA to Pay for College?Some taxpayers may be able to access their IRA savings to cover higher education costs without penalty.