529 plan

March 27, 2024

Investing for Your Child’s Future: 529 Plans vs. Custodial Accounts

Thanks to its tax benefits, a 529 savings plan is a popular choice for families setting aside money for educational costs. If you’re looking for... more

May 29, 2018

What’s Your 529 College Savings Strategy?

As a CFP® professional, one of the most important lessons I’ve learned is that before you can talk savings strategies for your children’s college education, you... more

February 10, 2013

Pros and Cons of Section 529 Plans

A Section 529 college savings plan can be a tax-smart way to help your children pay for their higher education. But you should also be... more