If you have leftover or unused 529 plan funds, you may be wondering what to do. One of the primary restrictions associated with 529 plans

In addition to funding someone’s education, there are a number of tax benefits of a 529 college savings plan. Consider the following: Tax-Free Withdrawals for

As 2024, starts, many families are considering investing in a 529 plan but don’t understand the impact it will have to financial aid. Understanding recent

The SECURE Act 2.0 has ushered in a new era of flexibility by providing Roth IRA benefits for 529 plans. This groundbreaking legislation empowers beneficiaries

Everyone wants to know the best investment options for 529 college savings plans. Choosing the right investment options for a 529 college savings plan is

Navigating the college application process can be overwhelming, but an independent college guidance adviser can help you choose the right college and navigate the complexities

The college admissions process is filled with decisions, and one of the first you’ll encounter is whether to apply through Early Action or Early Decision.

As 2024, starts, many families are considering investing in a 529 plan but don’t understand the impact it will have to financial aid. Understanding recent

As high school students and their families gear up for the 2024 college application process, it’s crucial to stay informed about what has changed in

There are multiple benefits to using a 2024 Gift Tax Exemption to Fund a 529 college savings plan. It can unlock strategic opportunities for individuals