Whitaker Wealth explains 529 vs UTMA accounts, showing how families can save smartly for college with tax benefits and flexibility.

SAN DIEGO (KGTV) — Saving for college has long been a priority for families, but recent changes to popular 529 savings plans are giving parents more flexibility in how they use those funds. The ...

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 ...

Maximize your 2025 tax savings with smart moves like Roth conversions, 401(k) contributions, tax-loss harvesting and ...

Morningstar rated the nation's 529 college savings plans. Ratings for the 64 of the nation's largest 529 college savings plans were released by Morningstar and show some downsides exist for families ...

Learn the ins and outs of 529 plans with this FAQ, including why they’re a popular savings vehicle for paying for college. A 529 plan is among the most powerful tools available when it comes to saving ...

State 529 accounts let you invest money for educational purposes and the balance grows tax-free. Withdrawals are tax-free as well as long as they're used to pay for pre-school, high school or college.

For most Americans, April 15 marks the end of “tax season.” After filing their returns, many breathe a sigh of relief and tuck away their financial documents until the next year. But smart tax ...

Student loan debt in the U.S. passed the $1.75 trillion mark this year. According to the National Center for Education Statistics, between 1963 and 2022, the average cost to attend private ...

More people than ever will have access beginning next year to almost every financial adviser’s favorite way to save. HSA plans are a favorite savings vehicle among financial advisers because ...