A qualified tuition program is a program established and maintained by a state (or agency or instrumentality thereof) or by one or more “eligible educational institutions” that meet certain ...

There is no doubt that tax-advantaged 529 plans are popular. The National Association of State Treasurers reported that there were 16.96 million 529 educational ...

Beginning in 2024, the SECURE Act 2.0 allows taxpayers to roll 529 plan dollars into a Roth IRA if certain conditions are met. The 529 plan must have been maintained for at least 15 years to qualify ...

As an accountant and business advisor I sometimes get questions about the pros and cons of 529 Plan contributions. I’ve seen firsthand with my own children how small and consistent choices we make ...

While the focus of One Big Beautiful Bill Act has been around income taxes, the far-reaching legislation also includes ...

Opening a 529 plan to save for your child’s college expenses can be a great way to build savings while reaping tax benefits. Some of the benefits of a 529 plan include tax free growth and tax free ...

Learn the ins and outs of 529 plans with this FAQ, including why they’re a popular savings vehicle for paying for college. A 529 plan is among the most powerful tools available when it comes to saving ...

RC section 529 qualified tuition programs (QTPs) provide a tax-favored way to invest for qualified higher education expenses (QHEEs). While individuals usually contribute to benefit family members, ...

According to a new survey, in 2021, American families received $464 million in tax savings and other higher education benefits tied to their participation in a 529 College Savings Plan. That’s one of ...