529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
10 'Nerdy' Facts About 529 College Savings Plans
By John ManganaroUsing 529 plans can become surprisingly complex, especially when planning for multiple potential students, Jeffrey Levine says.
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.
February 24, 2023
Debate: Will 529-to-Roth IRA Rollovers Boost College Savings?Our tax experts discuss the new Secure 2.0 rules allowing taxpayers allowing rollovers of unused 529 plan funds.
January 30, 2023
Ed Slott: 529-to-Roth IRA Rollover Is No Planning Panacea"I think advisors got the wrong idea" about this Secure 2.0 Act provision, Slott tells ThinkAdvisor.