While there are no specific 529 plan contribution limits, most people consider the $19,000 annual gift tax exclusion to be ...

While much of the focus of the Trump administration’s signature One Big Beautiful Bill Act (OBBBA) has been around income taxes, the far-reaching legislation also includes changes to areas like ...

529 funds must be converted by paying the amount directly to a Roth IRA — you can’t pay yourself and then deposit the money ...

Once viewed narrowly as college savings tools, 529 plans have significantly evolved over the years. They are now among the most flexible and tax-efficient financial tools available, covering ...

A new Morningstar assessment of 529 college savings plans has spotlighted five state-sponsored programs for their exceptional stewardship and investment quality, while industry assets continue to ...

'Are there any other ways I can consider transferring the wealth to her?' "I'm thinking of transferring the money to her Roth IRA, which was established when she was a teenager." (Photo subjects are ...