Trump Account vs. 529: Key differences and when to use both Compare the differences between a Trump Account for long-term savings and a 529 plan for education, and learn when families may consider using both
Are 529 contributions tax deductible? Federal and state rules 529 contributions are not deductible on your federal tax return — though more than 30 states offer a state income tax deduction or credit.
529 contribution limits: How much can you put in? There are no federal limits on annual 529 contributions. But federal gift tax rules and state-specific account limits and tax benefits can shape savings.
Is a 529 plan worth it? Pros, cons, and when it makes sense Tax advantages, flexible rules, and long-term growth potential can make 529 plans a compelling way to save for education.
What is the 529 grandparent “loophole”? Learn how the so-called 529 grandparent "loophole" works under the new FAFSA rules, plus tax, CSS Profile, and family planning considerations.
529 plan qualified expenses: What counts and what does not Learn which 529 expenses qualify for tax-free withdrawals after recent law changes — and which costs could trigger taxes and penalties.
How to choose a 529 plan Here's what to look for in fees, tax benefits, investment options, and other features of this education savings tool.
How to open a 529 plan: A step-by-step guide Learn how to open a 529 account in four steps, along with the tax advantages and requirements.
What is a 529 plan? How it works, potential benefits, & key rules A 529 plan is a tax-advantaged account designed to help pay for education expenses. Learn about contribution limits, financial aid impact, and qualified expenses.
529 withdrawal rules: Taxes, penalties, and how it works 529 plans can be a smart tax move to save for college, and be sure you understand how qualified and non-qualified withdrawals work to maximize the value.
529 plan myths: 6 facts that could change how you save Saving for college can be a prime time to also save on taxes. Get the facts on how 529 accounts work.
Tax planning for parents: Credits, 529s, and dependent care explained Parents paying for child care and education can see if they qualify for tax credits and deductions to maximize their federal return.
