September 07, 2019

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Featured News

Does Democrats' call for free college put the need for 529 plans in limbo?

Proposals made by Democratic presidential candidates bring into question future need for 529 college savings plans.

401(k) court ruling could hurt retirement savers

A recent decision by the 9th U.S. Circuit Court of Appeals allows Charles Schwab Corp. to force its employees to arbitrate disputes about the company's 401(k) plan.

529 savings plans are not just for college anymore

Thanks to changes in the tax law, 529 plans are being used as estate planning tools and to pay for more education-related expenses than ever before.


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