Setting up a 529 account is one of the most tax-efficient ways to save for a child’s education. Superfunding such an account—making a lump-sum contribution of up to $95,000 if you're giving as an ...

Discover some expert-backed financial strategies -- including 529 plans and new Trump Accounts -- that can help your children ...

Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. The cost of college has more than doubled in the past 20 years, and as a result, ...

The massive federal budget bill that recently passed Congress has blessed 529 plans. Many clients contribute to their children’s and grandkids’ 529 accounts. Young adults can open and save in their ...

Whether your children are in grade school or high school, they’ll be leaving for college or trade school before you know it. With the cost of education rising, now is the time to prepare for that day.

Parents need better ways to transfer wealth to children and effectively grow that money in the most tax-efficient manner ...

On a national level, Idaho is bucking an investment trend: in July, the New York Times reported that while 65% of parents and ...

While many people don't have an extra $9,000 to spare, leaving the funds in the 529 account might make the most sense if you can't stop the transfer before it finalizes. Becky could even stop ...

While many people don't have an extra $9,000 to spare, leaving the funds in the 529 account might make the most sense if you ...

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 ...