Imagine a college savings account that not only funds your child’s education but also supports your grandchildren, ...

Tax deductions may be an option with your 529 plan, depending on your state. Contributions to your 529 plan aren’t tax ...

The states with the highest 529 plan contribution limits allow as much as $575,000 to be saved for a single beneficiary’s ...

I’m a huge fan of 529 college savings plans, but perhaps not for the reason you think. You see, I live in a state (Indiana), ...

All of the limits having to do with 529 savings plan contributions are aggregate ... For example: one easy trick could pay you as much as $22,924 more... each year! Once you learn how to maximize ...

Discover the basics of how the IRS tax refund works. Learn strategies for maximizing them and tips on how to use them wisely.

Federal gift taxes will be due, however, if you give $19,000 or more in 2025 to any one beneficiary, or $38,000 for clients who file jointly. (Alternatively, clients can give a lump sum of up to ...

As a new parent, starting a savings fund for your baby is one of the most important steps to can take to secure their future.

Tax season may not be the most exciting time of year, but it can come with some silver linings—like the opportunity to save for your loved one’s education while ...

Can You Contribute To A 529 Plan After Your Child Turns 18 And Is In College? This question is about 529 college savings ...