529 plans can be a valuable tool to save for college ... Andy Esser, an Edward Jones Financial Advisor in Durham, NC said in a statement: “As a financial advisor and parent, I see first-hand ...
A 529 college savings plan allows families to save money for their child's college education in a tax-free investment account ...
529 savings plans may come with a slew of incentives, but depending on where you live, it might be best to look beyond your state's borders. "The benefits of going out of state can be lower fees ...
A 529 plan is a tax-advantaged way for parents to save for their children’s education expenses. The IRS doesn’t impose a contribution limit on 529 plans, unlike for other tax-advantaged ...
529 plan withdrawals for noneducational expenses generally carry a 10% tax penalty. A recent law change lets 529 plan owners roll up to $35,000 in excess funds into a Roth IRA in the beneficiary's ...
Whether you’re saving for your children or grandchildren, a 529 plan offers unparalleled benefits for funding education.
These plans account for more than 95% of 529 industry assets as of Aug. 31, 2024. The Medalist Ratings reflect Morningstar manager research analysts’ forward-looking views of which plans are ...