529 plans

Waiting too long means clients will miss out on the opportunity to maximize the plan’s full tax benefits.

Clients with children are advised to start saving early in a 529 plan to take advantage of the “tax-free or tax-deferred growth.”

There are attractive hedges against rising college tuition costs. But, not every student will benefit.

As the college savings vehicle grows in popularity, regulator up scrutiny of brokerages’ recommendations to clients.

Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.

Taxpayers are advised to thoroughly review their tax withholding to ensure there is enough to cover their 2019 bills.

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Clients who want to save for their children’s education may be better off using a 529 plan than a Roth IRA.

Clients can use Roth IRAs, 529 plans and — yes — life insurance to give their children a head start.

But health care is probably more expensive.

Despite changes in the new law aimed at scrapping a penalty for most new couples, those from high-income households may owe more this year.

FINRA Rule 3210 typically requires permission for brokerage accounts.

The regulator and one of its largest members, LPL Financial, engaged in a back-and-forth on the controversial initiative.

Grandchildren won't be able to have their own accounts until they are earning their own income, but they can be named beneficiaries.

Those who fail to meet the cutoff face a penalty equivalent to 50% of their required minimum distribution.

The regulator is looking into whether brokers made appropriate share class recommendations for the plans as a result of the new law.

Those who fail to repay their loans on time may face early withdrawal penalties.

A new FINRA initiative to root out breaches of supervisory rules on 529 plans provoked criticism from the IBD advocacy group.

Workers should urge their employers to offer this savings option in their 401(k) plans to save for emergency and unforeseen expenses.

A small proportion of parents are investing in the program for their children, however new analysis suggests that may be changing.