This evolution of 529 plans shows a recognition of the diversity in modern educational paths. Whether by rolling over excess funds, funding apprenticeships or protecting financial aid via the ...

As the holiday season progresses and the end of the year quickly descends upon us, many minds turn to the subject of giving. Grandparents in particular seek to bring joy to their grandchildren’s ...

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Responding to a recent call from a financial advisor in New Jersey, the ERISA consultants at the Retirement Learning Center (RLC) address whether a client who has several 529 plans in different states ...

Profit and prosper with the best of expert advice - straight to your e-mail. Section 529 plans, named after Section 529 of the Internal Revenue Code, are tax-advantaged accounts that can be used ...

If you are planning to help cover the cost of a child's education someday, opening a 529 plan is often considered one of the best ways to start saving. That's because a 529 college savings plan ...

529 college savings plans are excellent ways to save for the educational expenses of loved ones (or even yourself) in a tax-advantaged way. Although 529 savings plan contributions aren't ...

A 529 education saving plan is an investment option to help pay for education expenses. The money invested in one of these accounts allows for a tax-advantaged way to pay for higher education costs.

If a program or school is not on the list, other documentation may be submitted to support the use of 529 plan funds to pay tuition and other qualified expenses. These entities are not required, and ...