529 Plan

  1. 5 Secrets You Didn't Know About A 529 Plan

    Start saving for college as soon as possible after your kids are born – and keep ...
  2. Are You Investing With A Purpose?

    We all appreciate having a wide variety of investing choices, but a random collection ...
  3. Greedy on the Dollar? See This Leveraged ETN

    There are several ways to play the rise in the U.S. Dollar, and the UUPT ETN is definitely ...
  4. Taking Smaller And More Manageable Resolutions

    Something you can do for your savings and investing resolutions this year is to rely ...
  5. How Much Do You Know About College Savings Plans?

    Despite the popularity of the tax-advantaged college-savings vehicle, certain aspects ...
  6. Don't Forget The Kids: Save For Their Education ...

    Retirement and education financing are the two most important planning items for ...
  1. Greedy on the Dollar? See This Leveraged ETN

    There are several ways to play the rise in the U.S. Dollar, and the UUPT ETN is definitely ...
  1. 529 Plan Tutorial

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

    A 529 plan, also known as a "qualified tuition program", is an investment vehicle that allows individuals to save for education ...
  3. Can 529 plans be used to transfer wealth to other family members if the original ...

    Yes, the 529 plan (also known as a "qualified tuition program") allows you to distribute and roll over funds from one 529 ...
  4. Can I contribute to both a 529 plan and a Coverdell education savings account?

    You can contribute to both, and when your child is ready to attend college, as colleges do accept payments from both. There ...
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