Whitaker Wealth explains 529 vs UTMA accounts, showing how families can save smartly for college with tax benefits and flexibility.

As an accountant and business advisor I sometimes get questions about the pros and cons of 529 Plan contributions. I’ve seen ...

Setting up a 529 account is one of the most tax-efficient ways to save for a child’s education. Superfunding such an account—making a lump-sum contribution of up to $95,000 if you're giving as an ...

Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. The cost of college has more than doubled in the past 20 years, and as a result, ...

The stock market's wild ride is having an impact on families who use a 529 college savings account, a tax-free way for parents to save for educational expenses. There are 17 million active 529 ...

The massive federal budget bill that recently passed Congress has blessed 529 plans. Many clients contribute to their children’s and grandkids’ 529 accounts. Young adults can open and save in their ...

Whether your children are in grade school or high school, they’ll be leaving for college or trade school before you know it. With the cost of education rising, now is the time to prepare for that day.

AI-generated summary reviewed by our newsroom. Read our AI Policy. If you’re saving money for your child’s future, that money is about to be more secure — if you’re investing it in a certain way.

Pennsylvania Treasurer Stacy Garrity announced that families who claim their child’s Keystone Scholars account and open a PA 529 College and Career Savings Program account during November will receive ...

While many people don't have an extra $9,000 to spare, leaving the funds in the 529 account might make the most sense if you can't stop the transfer before it finalizes. Becky could even stop ...