What’s the ISave 529 plan’s favorite motivational quote? “The best way to predict your future is to invest in it!” OK, OK, I ...

Every parent hopes their children will someday attend college and change the world. The reality is that not every child can ...

Many families and individuals who want effective and efficient ways to save for education expenses often turn to the ever-popular 529 plan, which offers wide-ranging tax benefits. In recent years, the ...

College acceptances and scholarship applications are behind you, but as a parent or student you may find yourself asking, ...

J.P. Morgan Asset Management today launched the 12th edition of its annual College Planning Essentials. This comprehensive ...

College isn’t cheap. However, depending on your situation, you might be eligible to deduct all or a portion of tuition costs ...

For example, you may receive 1099-SA reporting HSA distributions, but they won’t be taxable if you spent the withdrawals on qualified medical expenses. Similarly, you’ll receive Form 1099-Q for ...

The IRS views interest on a savings account as earned income, whether it's $1 or $1,000. So, if you received interest on a high-yield savings account in 2024, you need to report it when you file your ...

If you're looking to set aside money for your children or grandchildren, two great options to consider are 529 Plans and UTMA accounts, each offering unique benefits depending on your savings goals.

Who is eligible to roll over a 529 to a Roth IRA? The 529 can only be rolled over to ... Fortunately, there are sound strategies you can use to pay college expenses for your children or grandchildren ...

Forbes contributors publish independent expert analyses and insights. I am a financial planner and subject matter expert in college savings.