529 plans

The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.

A new federal student loan borrowing limit could push more students seeking advanced degrees into costly private debt, according to financial advisors.

New government-funded "Trump accounts" aim to set newborn Americans on a "course for prosperity." But financial advisors aren't entirely convinced about their utility.

These tax-advantaged savings accounts will be open next year to a much wider range of disabled clients.

The best time to start saving for college expenses is right now.

The gift outlays — and the many rules and potential duties tied to them — can affect clients' long-term trail toward RMDs, Roth IRAs, the FAFSA and other areas.

As college application season begins, advisors can help parents with these two important yet sometimes overlooked financial tools.

The CFP certification costs thousands to finance. Industry groups hope that a new bill will make it attainable for more people.

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.