Education Savings
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SECURE 2.0 offers new opportunities to link 529s and retirement
- Our Blog
Ryan White, CFP®, CIMA®, Senior Director of Product Management
Legislation enacted at the end of 2022 brings positive changes for 529 education savings plans.
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The one-and-done game plan for 529s
- Our Blog
Ryan White, CFP®, CIMA®, Senior Director of Product Management
One 529 plan can have a significant multi-generational impact.
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Combining the benefits of 529 and ABLE (529A) accounts
- Our Blog
Ryan White, CFP®, CIMA®, Senior Director of Product Management
Families that qualify can benefit from using both ABLE and 529 accounts to support the immediate and longer term needs of children with disabilities. Here's how.
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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.”
