Question: We just became grandparents and would like to set up a college fund for our new grandchild. We were recently advised that we could open a “Section 529” plan to safely invest for our ...
Section 529 college savings plans offer numerous advantages and have few disadvantages compared with other options. Their benefits include tax savings, estate planning benefits, high contribution ...
Section 529 plans always have been a good way for families to save for their children's college education. Recent tax and regulatory changes are making these savings accounts an even better choice.
Imagine a college savings account that not only funds your child’s education but also supports your grandchildren, ...
Morningstar rated the nation's 529 college savings plans. Ratings for the 64 of the nation's largest 529 college savings plans were released by Morningstar and show some downsides exist for families ...
You may have heard that a 529 plan is a great way to save for your child’s college, vocational training, or trade program. You can even use it to help pay for K-12 expenses too. Now, you’re trying to ...
A 529 plan can help you save for education expenses with tax-advantaged money. Here's a step-by-step guide to your pathway to college savings.
Five years ago, the story of Section 529 plans might best have been summarized by the following headline: “College Savings Plans Explode in Popularity.” However, in the wake of the current ...
First Union Securities Financial Advisor Ray Bevans of Clarksville, TN recently attended "529 Boot Camp," a two-day workshop providing financial professionals with education and strategies related to ...
Don't worry if your kids are still in elementary school. Your plan should be able to ride out the storm. One option is rolling a 529 plan into a Roth IRA for your child. College decision season is ...