The 529 plan must be open for at least 15 years. You cannot convert 529 contributions made within the past five years (or the ...
The maximum contribution limit pertains to each recipient. These limits depend on the state, and range from $235,000 to just ...
Morningstar rated the nation's 529 college savings plans. Ratings for the 64 of the nation's largest 529 college savings plans were released by Morningstar and show some downsides exist for families ...
Olivia’s maternal grandfather died when she was a teenager, and it wasn’t until then that she learned of the 529 plan. The ...
Once viewed narrowly as college savings tools, 529 plans have significantly evolved through a series of legislative changes. They are now among the most flexible and tax-efficient financial tools ...
Interest in Section 529 college savings plans that are backed by the Federal Deposit Insurance Corp. is picking up amid the stock market's downturn. Last month, the Salt Lake City-based Utah ...
For many families, 529 plans are considered the ideal way to save for education, offering tax-free growth, state tax benefits, and flexible usage for college, K–12 tuition, apprenticeships, and even ...
Assets for 529 college savings plans managed by Fidelity Investments grew nearly 60% for the past year ending Aug. 31 to $13.5 billion. Boston-based Fidelity, one of the nations leading 529 plan ...
Don't worry if your kids are still in elementary school. Your plan should be able to ride out the storm. One option is rolling a 529 plan into a Roth IRA for your child. College decision season is ...
A change in administrator for Kansas' 529 savings plans will affect revenue and jobs at a Kansas City financial services ...