Understanding how a 529 works and learning how to maximize the benefit to employees will set families up for success.

Nearly 10 million U.S. households—about 13% of the 74 million that owned mutual funds in 2024—identified education as a ...

Tax benefits from 529 education savings plans depend on several factors, like annual income and contribution levels, which can be quite different across investors. For this reason, tax benefits ...

Looking for ways to save for college? Whether you’re going back to school yourself or saving for a child or grandchild, here ...

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Whether your children are in grade school or high school, they’ll be leaving for college or trade school before you know it.

If you ask Jennifer Uhlar, benefit managers are missing out on a pretty obvious one: A college savings plan. "529 plans are a savings vehicle that families can use with several tax benefits," says ...

529 plans offer tax advantages and can pay for educational expenses, which now also covers K-12 and apprenticeships. Consider tax benefits, investment options, and fees when choosing a 529 plan ...

A 529 plan is like an IRA, but for college. Changes in federal laws allow tax-advantaged 529 funds for K-12 tuition, and to ...

Congress needs to replicate what innovative states have done and use education savings accounts dollars to fund 529s for ...