Helpful perspectives on 529 plans and saving for college
The freedom to learn your way: Alternative uses for your 529 account
From helping fund alternative educational pathways to jump-starting retirement savings, today’s 529 plans offer significantly more flexibility.
Trump Accounts go live July 4. Here's why 529 plans remain a solid choice for college savings
Beginning July 4, families can make their first contributions to Trump Accounts, the new child savings vehicles created by the One Big Beautiful Bill Act.
Make this 5/29 Day count: Start saving for college today
Contributing early to a CollegeBound 529 college savings plan can extend your time in the market help lighten future college expenses.
Individual 529 plans: What are the benefits?
Learn how individual 529 plans offer flexible beneficiaries, customized investing strategies, and smart education planning for families with multiple children.
The playbook for building an effective 529 plan portfolio this March
As March Madness tips off, it’s a great time to think about how to keep your college savings strategy on top of its game.
A gift that grows: Why grandparents may want to consider contributing to a CollegeBound 529 account
Grandparents looking for a meaningful gift may want to consider contributing to a 529 plan, which can help support a child’s long-term educational goals.
But wait, there’s more: A brief guide to accelerated gifting in 529 Plans
For clients with higher gifting capacity, accelerated gifting is one of the most powerful planning tools in a 529 plan.
Before the ball drops: Boost your 529 savings before year-end
As the year winds down, there’s still plenty of time to boost your CollegeBound 529 plan.
Give thanks and give the gift of education
Contributing to an education savings account can be one of the most impactful gifts for the long term.
No need to be spooked: How to guide clients through 529 planning
Don’t let misconceptions about 529 plans haunt your clients. With expanded qualified uses these plans are more adaptable than ever.
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