Learn how to withdraw 529 plan funds penalty-free for non-qualified expenses in specific situations, including scholarships, and manage your educational savings efficiently.

When family politics enter the picture, things can get complicated.

Range reports that the OBBBA will enhance 529 plans in 2026, doubling K-12 distribution limits and expanding eligible ...

Families comparing a 529 plan vs. a Trump Account are weighing two distinct ways to build long-term savings for education and other child-related expenses. A 529 plan remains a dedicated education ...

A new rule from the SECURE 2.0 Act allows families to move unused money from a 529 college savings plan into a Roth IRA. This ...

Discover if a single 529 plan can work for multiple children or if separate plans are necessary to avoid administrative challenges.

As of 2024, families can roll over unused 529 funds to the account beneficiary's Roth individual retirement account, without triggering income taxes or penalties, as long as the 529 plan has been open ...

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 ...

Monday the S&P 500 closed down 8.62% from its Feb 19 th high. For many parents, it’s a reminder that 529 savings plans are investment vehicles. If your 529 plan is the cornerstone of your education ...

Forbes contributors publish independent expert analyses and insights. I write about investing, retirement, & workplace savings plans. When most people hear “529 plan,” they immediately think of ...

Morningstar rated the nation's 529 college savings plans. Ratings for the 64 of the nation's largest 529 college savings plans were released by Morningstar and show some downsides exist for families ...