As an accountant and business advisor I sometimes get questions about the pros and cons of 529 Plan contributions. I’ve seen ...

As of 2024, families can roll over unused 529 funds to the account beneficiary's Roth individual retirement account, without triggering income taxes or penalties, as long as the 529 plan has been open ...

A 529 savings plan is often seen as a tool for funding college, but thanks to recent changes, it can also help your child save for retirement. So if you've been reluctant to open a 529 savings plan ...

Whitaker Wealth explains 529 vs UTMA accounts, showing how families can save smartly for college with tax benefits and flexibility.

The best place to open a 529 plan for most Americans is their own state. 529 plans come with a host of great benefits, but those benefits are governed by their state tax rules. Opening a 529 plan in ...

SACRAMENTO, Calif.--(BUSINESS WIRE)--Looking for a gift that goes beyond the holidays? ScholarShare 529, California’s official college savings plan, is offering a special incentive to encourage ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. 529 plans. You’ve been hearing about them since your ...

SACRAMENTO, Calif.--(BUSINESS WIRE)--As we celebrate Grandparents Day this Sunday, September 8, families are reminded of the invaluable role that grandparents can play in supporting and shaping their ...

North Carolina's National College Savings Program (NC 529) is giving away $1,529 in their 529 Day Dreamchaser Sweepstakes. NC 529 Hosts $1,529 Sweepstakes and Webinar to Celebrate Savings Plans We ...