President Trump is reportedly drafting an executive order that would allow Americans to withdraw from their 401(k) retirement ...

Discover five essential risks of investing in 529 plans and how to avoid them, ensuring you maximize education savings for your child's future.

There are limited exceptions. Taxpayers may withdraw up to $10,000 penalty-free from an IRA for a first-time home purchase, though income taxes still apply. That exception does not extend to 401 (k) ...

Americans who save for college in 529 plans will soon have a way to rescue unused funds while keeping their tax benefits intact. A $1.7 trillion government funding package has a provision that lets ...

The goal of 529 plans is to make it easier to save for college. These tax-advantaged investment accounts allow you to save and use the growth tax-free to pay for qualified educational expenses. Like ...

The massive federal budget bill that recently passed Congress has blessed 529 plans. Many clients contribute to their children’s and grandkids’ 529 accounts. Young adults can open and save in their ...

As administrator of South Carolina’s Future Scholar 529 Plan, I’m happy to share that recent passage of the One Big, Beautiful Bill Act spells good news for South Carolina families who are using ...

Learn how to use your 529 plan to cover study-abroad expenses like tuition, fees, and room and board at eligible foreign ...