529 plans

From new rules for 529 plans to the best- and worst-performing funds of the past 10 years, here are the tax stories that have resonated the most with financial advisors.

Deferral of taxes is the name of the game when it comes to eeking out extra profits.

From paying for private school to worries about overfunding an account, here's how to help your clients get 529s right.

More than a half dozen financial advisors say that parents should start conversations about higher education with their children in middle school.

Securing higher education for your child while saving for retirement is no mean feat, as an advisor with firsthand experience juggling the two challenges explains.

A multi-year study shows where and how advisors can focus on growing on their own as dealmaking slows.

A young lawyer and his wife are planning to have some well-educated kids. How can they get financially ready?

A new study found that opting for an in-state plan isn't always the best choice.

A new baby costs a lot of money, but advisors say there are essential steps to help couples prepare financially for the life-changing event.

SECURE 2.0 fueled an expansion of the 'Cadillac' of nest eggs. Here's what you need to know.

A columnist makes the case, with caveats, for tapping certain retirement accounts rather than the traditional savings plans.

Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.

After a $70 million fundraising round, the company also plans to begin offering HSAs and emergency savings.

The average 529 account holds less than $29,000, which would pay for about half of a year of tuition at the average private university or a year or more at a public university.

Plans sold through brokers cost nearly three times as much as those sold directly; time-stressed parents can find it's worth it.

Too many Americans don't understand how these tax-advantaged accounts can help with college savings, writes Andrea Feirstein.

When it comes to gifting to a child that isn’t your own, author Erin Lowry writes things do become a tad more complicated.

University tuition is one of the top planning priorities of financial advisors’ clients, and a new book wants to help guide readers on how to pay for it.

In the first wave of cases under the regulator’s self-reporting initiative, it garnered more than $2.7 million in payments of restitution plus interest.

A deep dive into all the critical questions, strategies and tax planning moves for clients and their university-bound children.