Learn how to withdraw 529 plan funds penalty-free for non-qualified expenses in specific situations, including scholarships, and manage your educational savings efficiently.

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

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 ...

The Department of the Treasury wants all states that have an income tax and also sponsor a Section 529 college savings plan to offer residents a tax break, no matter what plan they choose, even if it ...

Planning for a child’s education requires careful consideration of several factors, including asset ownership, tax implications (including FICA taxes) and financial aid eligibility. Two popular ...