Explore UGMA/UTMA 529 vs. traditional 529 plans. Understand their benefits, tax implications, and how they affect financial ...

A 529 plan gives consumers a tax-advantaged way to pay for education, and that’s a boon for parents and other family members who want to save for a child’s schooling. A 529 plan offers several other ...

Tax benefits, fees, matching grants, and investment options are key to getting the most money for your kid’s education.

The pressure is on for employers to beef up their financial wellness offerings. If you ask Jennifer Uhlar, benefit managers are missing out on a pretty obvious one: A college savings plan. Processing ...

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 ...

As of 2024, families can roll over unused 529 funds to the account beneficiary's Roth individual retirement account, without triggering income taxes or penalties, as long as the 529 plan has been open ...

Families concerned about paying for college and tackling postgraduation student debt may have more options than they realize. The rules governing how 529 college savings plans can be used ...

More than half of Americans say they don’t know what 529 plans are, according to a new study by Edward Jones and Morning Consult, highlighting persistent gaps in public knowledge around ...

With National 529 Day approaching on May 29th, benefit managers should start a conversation around the importance of supporting employees' long-term financial wellness. Processing Content 529 plans ...

— -- People who have been involved in serious auto accidents tend to drive very carefully for months, or even years, after the collision. Some buy a bus pass and never drive again. Many parents ...