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What’s behind Vestwell’s $125M Series D funding?
CEO Aaron Schumm talks about the long game in the state-plan market and mentions that Vestwell is exploring lifetime income.
Preparing for the future: How 529 plans have expanded in the past decade
Here's a list of the costs that have become qualified expenses for 529 plans in the past decade.
Vestwell selected to administer California ABLE program
The digital record keeper is now administering ABLE programs for 20 states.
Vestwell to buy BNY’s Sumday auto-IRA and 529 business
The deal would catapult Vestwell to serving as program manager for nearly $20 billion, with the acquisition adding about 800,000 participants and 17,000 small employers to its book of business.
Assets in 529 savings accounts increase by 6.1% in Q2
Inflows to the accounts rise to $4.7 billion during the quarter, from $3.7 billion in the first three months of the year.
Special-needs planning is about much more than ABLE accounts and trusts
When it comes to special-needs planning, the answer is seldom easy. The decisions about whether a special-needs child would benefit from guardianship and conservatorship in adulthood and if so, who will be their guardian and oversee their trust, are important.
