Analyzing Excessive 529 Plan Fees And Conflicts Of Interest
Recently, two researchers have identified problems in how some states manage their 529 college savings plans and how 529 plan fees are assessed.
What Is The 529 Plan Penalty And How To Avoid It
A 529 plan helps with higher education expenses so the last thing you want is to be hit with a 529 plan penalty. Find out how to avoid them.
Understanding Grandparent-Owned 529 Plans
A grandparent-owned 529 plan is a type of college savings plan where the account owner is a grandparent, as opposed to a parent.
How To Save For College: Order Of Operations For Parents
When it comes to how to save for college, there’s a right order of operations that can make things easier for your family.
529 Plan To Roth IRA Rollover Rules: What To Know
Most Americans now have the ability for a 529 plan to Roth IRA rollover. Here’s what you need to know and mistakes to avoid.
What Happens To A 529 Plan If The Account Owner Dies?
Are you the account owner or beneficiary of a 529 plan? If so, you’ll want to know more about what happens if the account owner dies. Learn more.
How Much Should You Have In A 529 Plan By Age
How much you should have in a 529 plan by age to save for college for your children, including high and low contributions for public and private school.
What Are The Best 529 Plans Based On Performance?
We explore a few 529 studies that compare the performance of each state’s 529 plan with a lower-cost, out-of-state plan.
How 529 Plans Work (In Simple Terms)
A 529 plan is an education savings account with federal tax benefits. The plans can be complicated, so we’ve broken down how 529 plans work into simple terms.
529 Plan Contribution Limits And Gift Tax Considerations
While the IRS doesn’t impose 529 plan contribution limits, states do set aggregate maximums for their 529 plans and may set annual caps too.
Hadley 529 App Review
Hadley is a 529 savings plan that enables multiple parties to contribute to a childs college savings. Find out how it works in this Hadley 529 app review.