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

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

Discover if a single 529 plan can work for multiple children or if separate plans are necessary to avoid administrative challenges.

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 ...

Forbes contributors publish independent expert analyses and insights. I write about investing, retirement, & workplace savings plans. When most people hear “529 plan,” they immediately think of ...

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A 529 plan is an education savings plan that allows you to save for qualified education expenses. While the 529 plan was developed to allow families to save for college, its mandate has since been ...

When family politics enter the picture, things can get complicated.

Have your adult children mentioned their kids don’t need any more toys and they don’t want random “stuff” this holiday season? While you might be accustomed to placing dozens of packages under the ...