529 plans

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.

While the contributions aren’t deductible, distributions such as earnings are tax-free to the designated beneficiary if they’re used to pay for qualified disability expenses.

It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.

The majority of advisors don’t understand how much of a positive difference they can make for their clients, says advisor Deborah Fox.

Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.

Though IRA conversions during a market correction may enable some clients to save on their taxes, the strategy is not recommended for everyone.

Gauging any possible changes to their health insurance coverage is just one consideration they must address before they retire.

The spike in the number of older employees in the workplace reflects a trend over the past decade.

Make sure not to confuse it with the SEC’s self-reporting program.

With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.

"Keep records and watch the statute of limitations. The usual IRS statute of limitations is three years after you file your tax return," an expert writes.