Tag: 529 plan

As many parents around the US bring their kids back to college campuses, attorneys unpack 2024 provisions that make 529...

As ABLE accounts surpass a billion dollars in assets, advisers can use the program to help those with disabilities, Vestwell...

An initial program targeting the midsize plan sponsor market saw 38% participant engagement.

Users will be able to view their education savings alongside their other investments in one dashboard. 

The program to allow friends and family to contribute to a beneficiary’s account has seen gift total grow by 50%...

The changes make it possible to roll over 529s into Roth IRAs and easier to qualify for an ABLE account.

This year, the Practice Development column in PLANADVISER print explored various ways retirement plan advisers can expand their practices beyond 401(k)s, with the goals of adding new revenue...

Only 10% plan to tap their retirement savings to help fund their child’s college education.

A mere 29% know that they are vehicles for education savings, Edward Jones found in a survey