529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
Know These New Retirement Planning Rules for 2024 and Beyond
By Roger WohlnerNew Secure 2.0 rules affecting RMDs, catch-up contributions and more take effect in 2024 and 2025.
November 04, 2024
20 Best-Paying Jobs for College Business Majors: 2024This popular course of study prepares graduates for a variety of potentially lucrative career tracks.
October 30, 2024
SEC Hit These 6 Firms With Reg BI Fines in 2024The SEC cracked down this year after industry complaints that FINRA was taking the lead.
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Thrivent Takes Reg BI Hit Over Outdated Share Class CalculatorThe firm recommended pricier shares in two 529 plans after failing to account for a fee change, regulators said.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.