Internal Revenue Code Section 529 college savings plans are state sponsored plans designed to encourage residents to save for college. Regardless of age and income, anyone can make contributions to a ...

Section 529 plans always have been a good way for families to save for their children's college education. Recent tax and regulatory changes are making these savings accounts an even better choice.

Discover if a single 529 plan can work for multiple children or if separate plans are necessary to avoid administrative challenges.

PLANS. JOINING US THIS MORNING TO BREAK DOWN ALL THE EDUCATIONAL CHANGES, OF COURSE, VICE PRESIDENT, FINANCIAL ADVISOR AT CAPTRUST, CATHERINE MCCALL, THANK YOU SO MUCH FOR JOINING US. HAPPY TO BE HERE ...

Range reports that the OBBBA will enhance 529 plans in 2026, doubling K-12 distribution limits and expanding eligible expenses for higher education.

Five years ago, the story of Section 529 plans might best have been summarized by the following headline: “College Savings Plans Explode in Popularity.” However, in the wake of the current ...

A new rule from the SECURE 2.0 Act allows families to move unused money from a 529 college savings plan into a Roth IRA. This change started in 2024 and gives more flexibility if college plans change.

Under pressure from Congress and regulators, state operators of Section 529 college savings plans are busily trying to come up with some system that will stave off federal intervention by dealing with ...

First Union Securities Financial Advisor Ray Bevans of Clarksville, TN recently attended "529 Boot Camp," a two-day workshop providing financial professionals with education and strategies related to ...

529 Education Saving Plans are tax-advantaged investment vehicles in which your money grows tax-free. Depending on the level of tax benefit your state’s plan offers, it may be worthwhile to look out ...

A new Morningstar assessment of 529 college savings plans has spotlighted five state-sponsored programs for their exceptional stewardship and investment quality, while industry assets continue to ...