Education Savings
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A lesson in college savings
- Our Blog
“Back to school” doesn’t have to mean more debt. Here’s why clients should consider a 529 college savings plan.
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Why grandparents have greater incentive to own 529 accounts
- Our Blog
Big changes to the FAFSA process mean grandparents can finally help pay for college without worrying about the “financial-aid trap.”
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529 college saving plans: The cost of waiting
- Chart on the Go
Ryan White, CFP®, CIMA®, Director of Product Management
This is why investing for college should start as soon as possible.
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Build confidence taking 529 plan distributions
- Our Blog
- White Paper
529 plan distributions can be confusing. And knowing how — and when — to take them can be critical for participants.
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SECURE 2.0 offers new opportunities for 529 beneficiaries
- Our Blog
Ryan White, CFP®, CIMA®, Director of Product Management
Legislation enacted at the end of 2022 brings positive changes for 529 education savings plans.
