Young families expecting a liquidity event need to know about superfunding — the IRS provision that lets you front-load 5 ...

The One Big Beautiful Bill Act (OBBBA), enacted in July 2025, brought a wave of tax changes. Permanent tax brackets, updated standard deductions, and itemized deduction modifications got the attention ...

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 ...

529s are one of the best ways to save for education and can also serve as a valuable savings tool for estate planning and retirement. Whether you're a grandparent hoping to make 529 contributions that ...

If you’ve ever watched a child unwrap a mountain of toys only to forget half of them by January, you’re not alone. This year, more families are opting for alternative gifting, a growing trend that ...

529 education savings plans are powerful tools to help pay for the mounting costs of an education. Yet some people hesitate to use them. One common concern is oversaving. You can only use 529 funds ...

Case Western Reserve University employees now can use direct deposit to make contributions to a new or existing CollegeAdvantage 529 savings plan. To do so, visit collegeadvantage.com to create an ...

President Trump's tax package, the One Big Beautiful Bill Act (OBBBA), passed the House in May and the Senate this past week. On July 4th, Trump signed the bill into law, with some provisions taking ...

Range reports that the OBBBA will enhance 529 plans in 2026, doubling K-12 distribution limits and expanding eligible expenses for higher education.