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

Other contribution and tax considerations for 529 plans. The 529 plan has become a popular way to save for college expenses — ...

The IRS doesn’t impose a contribution limit on 529 plans, unlike for other tax-advantaged accounts such as 401(k)s and Roth IRAs, though some limits do exist. States often impose their own lifet ...

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

If you would like to get in touch with us here at the Financial Forum, please click here to fill out the form. From its strong suction power, to its signature sleek design, to its cutting-edge use ...

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

529 plans may also come with enrollment fees, annual fees or monthly account maintenance fees. Do I have to pay gift tax on contributions to a 529 plan? You can generally contribute up to $19,000 ...

However, it does not offer an annual tax deduction ... Yes. You can use a 529 plan to pay for K-12 tuition, school supplies, and other relevant education expenses. The funds in a 529 plan aren ...

An important part of financial planning for physicians with children can be 529 plans.

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), ...