529 plans

As college costs rise, some clients who fear their children taking on early debt make too much to qualify their children for aid, but not enough to pay for school outright.

Advisors discussed how they guide clients through the competing priorities of saving for their own retirements versus their children's college educations.

As the July 4 launch date nears when clients can start contributing to Trump accounts, advisors discussed pros and cons of this method to save for children.

Section 529 plans, or qualified tuition programs, offer tax-advantaged savings for educational expenses, but advisors say clients should also consider the accounts' limitations.

Starting in 2026, the starting age limit for those with significant disabilities to take advantage of these tax-advantaged savings accounts has been raised by 20 years.

Morningstar's study of this growing area of asset management suggests that 529 plan quality is rising, despite the research firm's lackluster grades for it.

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.