Use the 529 grandparent loophole to fund a grandchild’s education without impacting their financial aid eligibility.

If the child has a Social Security number or Individual Taxpayer Identification Number, you can open and contribute to a 529 ...

Grandparent-owned 529 accounts, and distributions from those accounts, aren’t counted in federal financial aid calculations.

Once viewed narrowly as college savings tools, 529 plans have significantly evolved over the years. They are now among the most flexible and tax-efficient financial tools available, covering ...

The stock market's wild ride is having an impact on families who use a 529 college savings account, a tax-free way for parents to save for educational expenses. There are 17 million active 529 ...

I originally had my children’s college savings in CDs and a high-yield savings account. In 2021, interest rates were awful so I opened a 529 for each of my kids. Their 529 money is not growing. In ...

Graduation season is upon us. And while this time brings excitement at watching your child move on to the next stage of their life, it brings many questions as well. One of the questions we receive ...

529 accounts not used for education can now be put into Roth IRAs, further strengthening the offering as an employee benefit. As of 2024, 529 plan investments not used for educational purposes can be ...

SACRAMENTO, Calif.--(BUSINESS WIRE)--Summer is fast approaching, and the excitement of graduations and educational achievements is in the air. During this festive season, higher education may be top ...