As an accountant and business advisor I sometimes get questions about the pros and cons of 529 Plan contributions. I’ve seen firsthand with my own children how small and consistent choices we make ...

A 529 account is a tax-advantaged savings plan designed primarily for education expenses, and recent legislation has significantly broadened its uses. As of July 2025 and the passage of the One Big ...

The massive federal budget bill that recently passed Congress has blessed 529 plans. Many clients contribute to their children’s and grandkids’ 529 accounts. Young adults can open and save in their ...

What is a grandparent-owned 529 college savings plan? How do they work? What do you need to know about them and what changes should you know about? A grandparent-owned 529 plan is a type of 529 ...

If you’ve ever watched a child unwrap a mountain of toys only to forget half of them by January, you’re not alone. This year, more families are opting for alternative gifting, a growing trend that ...

Alaska 529 sent letters in July to past contributors, but some didn’t notice until a new account opened in their name when dividends went out in October.