529 plans

Startup entrepreneur sees an opportunity to simplify savings plans and financial giving for children, and hook their parents into wealth management in the process.

Tax overhaul has scrapped taxes on a child's excess unearned income at the same rate as their parents.

Why these are more inviting under the new tax law.

Clients preparing for a life-altering event — such as marriage, divorce or a new baby — are advised to start getting their paperwork in order.

Use these best practices to maximize savings for clients' kids — from birth to college graduation.

Why these are more inviting under the new tax law.

Clients could amass $1,000,000 even with an annual return of just 6.5%, an analyst says, if they take the right steps.

Failing to monitor reinvested dividends could boost their tax bills.

Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.

Underlying strategies make them more tax-efficient than actively managed mutual funds, an expert says.

The new tax law is expected to drive more money into investment products and push stock and bond prices even higher, says CEO Laurence Fink.

The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.

When giving cash gifts to grandchildren this holiday season, clients have options that can also help minimize their estate taxes in the future.

The right strategy can help minimize their future estate taxes.

Advisors say it’s never too early to start saving for college.

While there’s no fail-safe method for modeling the costs, a popular calculation may significantly under- or overstate the burden of tuition, room and board, Kitces.com research associate Derek Tharp writes.

Clients should consider tax breaks such as education expenses, mortgage interest payment and small business costs.

Retirement location "matters just as much to your tax bill as what you have,” an expert says.

The proposal aims to simplify tax subsidies by increasing qualified withdrawals from 529s in exchange for scrapping the Coverdell account.

Experts say 18-to-36-year-olds should take advantage of workplace 401(k) and Roth IRA tax benefits now and shop around for the best savings rates later.