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Recently, 529s hit a new milestone — over half a trillion dollars is being saved in 529 plans across the country.
Recently, 529s hit a new milestone with over half a trillion dollars being saved in plans across the country. Why are 529 plans so popular?
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529 Plans: A Powerful Way to Tackle Rising Education Costs
Contributions to 529 plans grow tax-free and are not taxed when they are used to pay for qualified educational expenses for the beneficiary.
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Use this Super 529 Strategy to Jumpstart College Savings
This 529 strategy — superfunding a 529 — can help you maximize savings for a child or grandchild's education expenses.
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The Pros and Cons of Offering Tuition Reimbursement: A Personal Perspective
As someone who has experienced both sides of the tuition reimbursement equation, I have a unique perspective on the pros and cons of this popular employee benefit.
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Recent Graduate? Financial Fitness Starts Here
Once you've landed a job, it's time to optimize your starting salary with a focus on creating a budget, paying off student debt and saving for retirement.
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Finance 101: Money Skills Every New College Student Needs
College is a perfect time to put financial know-how to the test. Here's how parents can set their kids up for success by making smart money choices.
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Three Reasons You Need to Use a 529 Plan (and Two Reasons You Don't)
Tax benefits and a Roth IRA feature make 529 college savings plans attractive, but they're not a one-size-fits-all option.
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529 Plans Get a Boost With Tax-Free Rollovers to Roth IRAs
Thanks to the SECURE 2.0 Act, you're now able to roll over funds from your 529 into a Roth IRA, as long as certain conditions are met.
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You Should Be Investing in a 529 Now for Your Kids' or Grandkids' Tuition
Learn how to maximize investing in a 529, a state-sponsored college education savings account for qualifying educational expenses.
