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.
How much to save for college: A realistic guide for parents As college costs climb, how much you need to save depends on your goals, timeline, and overall college savings strategy.
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.
What to do if you have an overfunded 529 plan What are your alternatives if your child has finished college (or decided not to attend college), and there’s money left over in your 529 plan? Here are six options to consider.
How to consolidate and refinance your student loans Student loan consolidation is the process of combining multiple separate loans into one new loan. Here's how to consolidate your loan and the potential benefits.
529 to Roth IRA rollover: A new way to save for retirement Eligible 529 savings can now be rolled into a Roth IRA for the same beneficiary, tax- and penalty-free, turning excess education funds into a powerful retirement boost.
Unraveling the 403(b): Eligibility, withdrawal rules & taxes A 403(b) plan is similar to a 401(k) plan with a few exceptions. Here's how 403(b) plans work, as well as the pros and cons of investing in this type of retirement plan.