Families comparing a 529 plan vs. a Trump Account are weighing two distinct ways to build long-term savings for education and other child-related expenses. A 529 plan remains a dedicated education ...

Young families expecting a liquidity event need to know about superfunding — the IRS provision that lets you front-load 5 ...

A financial advisor can help families save for education using 529 plans and align education planning with their broader financial goals. A 529 plan is a tax-advantaged account, where money grows and ...

529 plans offer tax advantages and can pay for educational expenses, which now also covers K-12 and apprenticeships. Consider tax benefits, investment options, and fees when choosing a 529 plan ...

The One Big Beautiful Bill Act (OBBBA), enacted in July 2025, brought a wave of tax changes. Permanent tax brackets, updated standard deductions, and itemized deduction modifications got the attention ...

Planning for your child’s education can feel overwhelming, but a 529 education savings plan offers a powerful way to build a financial foundation for their educational future. One in 4 parents ...

529 education savings plans are powerful tools to help pay for the mounting costs of an education. Yet some people hesitate to use them. One common concern is oversaving. You can only use 529 funds ...

When family politics enter the picture, things can get complicated.

Planning for your child’s education can feel overwhelming, but a 529 education savings plan offers a powerful way to build a financial foundation for their educational future. One in 4 parents ...