Beyond Bulls & Bears

529 plans: Not just for college
Wealth Planning

529 plans: Not just for college

529 plans offer tax-free savings for a variety of education expenses, including K-12 tuition, vocational training and apprenticeships. Our Bill Cass discusses the trends in 529 savings plans.

Advisors’ top 529 questions, answered
College Savings

Advisors’ top 529 questions, answered

Our recent 529 Month webinar focused on how 529 plans are used, the impact on federal financial aid, and expanded uses. Here are some of the leading topics discussed.

Reasons why a grandparent-owned 529 may make sense
College Savings

Reasons why a grandparent-owned 529 may make sense

A grandparent may choose to fund a 529 plan for a grandchild’s education. Our Bill Cass discusses key tax and estate planning considerations as well as the impact on student financial aid.