529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
October 03, 2024
Thrivent Takes Reg BI Hit Over Outdated Share Class CalculatorThe firm recommended pricier shares in two 529 plans after failing to account for a fee change, regulators said.
August 01, 2024
15 Best Value Private Colleges: Princeton Review, 2024The rankings take into account academics, costs, student debt, career services and graduation rates.
July 01, 2024
New Bill Expands 529 Plan Funds to Transportation, ParkingThe Accessible College Campus and Expanded Student Savings Act would make college more affordable, its backers say.
March 06, 2024
On 529-to-Roth Rollovers, Advisors Await IRS Answers, With a ShrugWhile open questions remain around these rollovers, some advisors say there are better ways to save for college.
January 25, 2024
IRS Issues Rollover Relief for Maryland Prepaid 529 PlanSome transfers from the plan, which had accounting issues, to another plan can be excluded from gross income.
January 24, 2024
529-to-Roth Rollovers: What We Still Don't KnowClients and advisors would be wise to tread carefully until the IRS provides more clarity.
November 08, 2023
17 Best 529 College Savings Plans: MorningstarThe overall quality of these tax-friendly college savings vehicles is rising, analysts find.
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.