While the focus of One Big Beautiful Bill Act has been around income taxes, the far-reaching legislation also includes ...

While most people associate 529 money with college tuition, the plans can cover much more. "Educational supplies, like ...

Responding to a call from a financial advisor in Washington, the ERISA consultants at the Retirement Learning Center (RLC) address a question on the new permitted Roth IRA rollovers from Section 529 ...

The recent budget legislation passed by Congress expands the playing field for 529 college savings accounts to cover a ...

The goal of 529 plans is to make it easier to save for college. These tax-advantaged investment accounts allow you to save ...

While many people don't have an extra $9,000 to spare, leaving the funds in the 529 account might make the most sense if you ...

As for the potential impact, consider that the Bureau of Labor Statistics reported 40.4 percent of civilian workers in 2024 ...

Internal Revenue Code Section 529 college savings plans are state sponsored plans designed to encourage residents to save for college. Regardless of age and income, anyone can make contributions ...

ScholarShare 529, California's official college savings plan, announced today that families have contributed more than $1 billion in 2025 alone1— a milestone that demonstrates how Californians ...

While many people don't have an extra $9,000 to spare, leaving the funds in the 529 account might make the most sense if you ...

Today’s baby boomers hold over half of total U.S. household wealth, while their kids hold a much smaller portion, despite ...

Estate planning is key to transferring your generational wealth down to loved ones, as is understanding how to pass it down ...