Did You Know 529s Are Powerful Estate Planning Tools?
10/20/2020
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Life Events
// Estate & Giving
Answering Four Common Questions About COVID-19 and 529 Plans
9/29/2020
Learn how virtual classes, gap years, K-12 expenses and refunds may impact your education savings.
Family & Life Events
When COVID-19 and the 2020-2021 School Year Collide
8/27/2020
Can the money in a 529 plan cover virtual learning costs? What if your student takes a gap year? Will you need to take action if the school issues a refund?
Family & Life Events
Saving for K-12 Education with a 529 Plan
8/20/2020
Learn about using 529 plans for more than just college savings.
Family & Life Events
Which Education Expenses Are Considered Qualified?
8/19/2020
Learn more about what the savings in a 529 plan can help pay for.
Family & Life Events
As Schools Extend Refunds, Potential Tax Snag Emerges
4/13/2020
If you receive a refund for expenses paid out of a 529 plan, you may need to take action to avoid negative tax consequences.
Tax Planning
// Family & Life Events
