529 Plan

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  6. The Next Frontier for Robo-Advisors? 529 Plans

    Here's how robo-advisors are infiltrating the 529 college savings plan market.
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  1. Become Your Own Financial Advisor

    If you have some financial know-how, you don’t have to hire someone to advise you ...
  2. 529 Plan Tutorial

    This comprehensive guide goes through what a 529 plan is and how to set one up, contribute ...
  1. Can I roll a Traditional IRA into a 529 college account for my grandchild?

    The short answer: Not without paying taxes. But as with much of the tax code, there are various nuisances and exemptions ...
  2. What is the annual contribution limit for a 529A account?

    Learn about annual contribution limits to a 529A plan, which could help people with disabilities pay for expenses that maintain ...
  3. What are the risks involved in a banker's acceptance?

    Learn about the different kinds of college savings accounts, how they can benefit a college saver and how to open these savings ...
  4. Who benefits the most from prepaid expenses?

    Learn who benefits most when expenses are prepaid. Individuals and businesses often make payments, such as rent or insurance, ...
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