The purpose of a 529 plan is straightforward at first glance: to provide families with a tax-advantaged account for future education expenses. But not all education costs are eligible. How Can I Use ...

A 529 plan can be a powerful tool to help you pay for expenses related to attending a four-year college. But it also can help soften the financial blow from a variety of educational institutions and ...

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

Even though 529 plans have been around for decades, did you know the types of expenses you can use them for have recently been expanded? Let’s take a look at which 529 plan expenses have become ...

Key Points ・College tuition has climbed 914% since 1983, according to J.P. Morgan’s 2026 College Planning Essentials report. ...

Dear Liz: We are tapping our child’s 529 college savings plan for the first time and are confused on what qualifies as a “qualified higher education expense.” Obviously tuition counts, but what about ...

Graduation season is upon us. And while this time brings excitement at watching your child move on to the next stage of their life, it brings many questions as well. One of the questions we receive ...

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 ...

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

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

The One Big Beautiful Bill Act that President Donald Trump signed into law in July 2025 ushered in tax savings for families who homeschool. During the 2024 campaign, Trump said he would expand the use ...