Learn about the contribution and account balance limits on 529 plans and the difference in contribution limits among states.

A thoughtful review can help ensure your strategies remain aligned with your goals, reflect current legislation, and are ...

Each of our properties are worth over $1 million' "Our primary home has a $300,000, 15-year refinance mortgage with 10 years remaining at 2.5%." (Photo subjects are models.) Dear Quentin, I am a ...

Discover six key reasons why the proposed Trump Savings Account may not be the best savings plan for your child. Learn about ...

Deciding what gift to give a child for holidays, birthdays, graduations and other gift-giving occasions can be challenging.

New 2025 tax rules include higher deductions, expanded retirement limits and fresh opportunities like deductible tips and overtime. Here’s how to lower your tax burden.

Saving for college is a major financial goal for many parents: they want their kids to afford a shot at paying for one of the ...

Olivia’s maternal grandfather died when she was a teenager, and it wasn’t until then that she learned of the 529 plan. The grandfather named Olivia’s aunt as the successor owner of the plan, since he ...

The fact that people like Trump and Cruz have embraced a concept long associated with liberal wonks is interesting. The ...

Michael and Susan Dell are donating $6.25 billion to American children via the accounts, but the details matter.

Morningstar's study of this growing area of asset management suggests that 529 plan quality is rising, despite the research ...

College costs are rising faster than most family budgets, which is why turning a cash gift into a dedicated education fund ...