529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
IRS Issues Rollover Relief for Maryland Prepaid 529 Plan
By Melanie WaddellSome transfers from the plan, which had accounting issues, to another plan can be excluded from gross income.
July 31, 2023
FPA Joins New Coalition to Back 529 Plan BillThe Tomorrow's Workforce Coalition is championing legislation that allows 529 plan funds to be used to cover the costs of maintaining professional credentials.
July 13, 2023
10 'Nerdy' Facts About 529 College Savings PlansUsing 529 plans can become surprisingly complex, especially when planning for multiple potential students, Jeffrey Levine says.
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.