In 2024, a new law took effect allowing tax- and penalty-free rollovers from a 529 college savings plan to a Roth IRA, ...

James J. “Jim” Fadule, of Wellesley, MA, passed away peacefully on December 12, 2025, surrounded by his loving family ...

Olivia’s maternal grandfather died when she was a teenager, and it wasn’t until then that she learned of the 529 plan. The grandfather named Olivia’s aunt as the successor owner of the plan, since he ...

The program is expected to begin on July 4, 2026 for children born between 2025 and 2028 with a valid Social Security number.

Year‑end planning is critical for wealthy families, in order to preserve wealth, minimize taxes, and grow wealth. Review ...

Learn how to make 529 plan contributions as a gift, understand the gift tax rules, and explore how to contribute efficiently ...

NYC Kids Rise aims to make college and career training more accessible for all students regardless of income. Here’s how it ...

When Congress established 529 plans in the 1990s, they were designed as a tax-advantaged tool to save for college. Contributions to these investment accounts grow tax-deferred, and you can withdraw ...

Secretary of State Marco Rubio’s comments came after a group of U.S. lawmakers claimed that he said the plan was a Russian initiative, not an American proposal. By Matthew Mpoke Bigg Secretary of ...

The 2025 federal tax law risks making Section 529 college savings accounts more costly for states by expanding their use as vehicles for subsidizing private and religious K-12 schools, and by ...

New York is closing another prison as the state continues to struggle to staff its correctional facilities and adjust to a two-decade plunge in the number of people who are incarcerated. The latest ...

If you’ve ever watched a child unwrap a mountain of toys only to forget half of them by January, you’re not alone. This year, more families are opting for alternative gifting, a growing trend that ...