The One Big Beautiful Bill Act (OBBBA), enacted in July 2025, brought a wave of tax changes. Permanent tax brackets, updated standard deductions, and itemized deduction modifications got the attention ...

・529 plans are no longer just for college degrees. New federal rules allow 529 plan withdrawals for credentialing, licensing exams, and continuing education tied to careers. ・K–12 eligibility widens, ...

Morningstar research shows that fee-based advisors are increasingly favoring cheaper direct-sold 529 plans. As families grapple with the rising costs of college, they’re increasingly turning to 529 ...

If you want to save for your child’s education, don’t get stuck in a failing 529 savings plan. Three in five 529 plans are invested sub-optimally, a study from two years ago found, in many cases ...

529 education savings plans are powerful tools to help pay for the mounting costs of an education. Yet some people hesitate to use them. One common concern is oversaving. You can only use 529 funds ...