529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
Should Your Clients 'Superfund' Their 529 Plans?
By Robert Bloink | William H. ByrnesClients with 529 college savings plans can "bunch" contributions for up to five years. But should they?
August 10, 2022
Use Roth IRAs to Save for CollegeRoth IRAs are more flexible than 529 plans, but there's one big catch.
July 21, 2022
Morgan Stanley-Backed Fintech Teams With Schwab on Advisor AI Solutions: Tech RoundupAlso, Orion Advisor Solutions announces new enhancements to the LoneStar 529 Plan.
June 17, 2022
New Bill Would Allow Rollovers From 529 Plans to Roth IRAsThe bipartisan College Savings Recovery Act would allow unused education savings to be rolled over without penalty.
May 26, 2022
Most College Savers Don't Know About 529 Plans: Edward JonesWhile 55% of respondents consider saving for college a top priority, only 40% recognized this education savings tool.
December 21, 2021
FINRA Orders Advisor Group, LPL, MML, UBS, Wells Fargo to Pay $9.5M Over 529 PlansFINRA has been encouraging firms to self-report problems with 529 plan share class recommendations.
December 01, 2021
Deepen Relationships With 3 Additional AccountsAdvisors can grow their business by opening more accounts for current clients. In each case, the client benefits.
November 09, 2021
7 Worst 529 College Savings Plans of 2021: MorningstarThese 529 plans have structural flaws like subpar asset allocation or high fees, analysts say.