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 ...

Raising a child can cost over $300,000 from birth to age 17. Here's how to build a financial foundation for your family without losing sight of your long-term goals.

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

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 ...

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

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 ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement ...

Saving for college has long been a priority for families, but recent changes to popular 529 savings plans are giving parents more flexibility in how they use those funds. Saving for college has long ...

State 529 accounts let you invest money for educational purposes and the balance grows tax-free. Withdrawals are tax-free as ...