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 ...

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 ...

Most parents pay for their children’s expenses, including education, using traditional checking and savings accounts, according to a new Vanguard survey. Only 10% of parents leverage 529 plans for ...

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.

Dear Action Line: Could you please explain the Oklahoma Education Savings Plan and the income tax deduction that goes along with it? I don't understand it. -- Barbara. The Oklahoma College Savings ...

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 ...