Latest News for: 529 plan

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As markets roil over Trump tariffs, what can be done with 529 college savings plans?

My Central Jersey 09 Apr 2025
If you were about to start tapping your 529 plan this year to cover a child's college expenses, experts say that given the market volatility, you may want to use available liquid assets for the time ...
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Parents, students raise concerns over college savings amid tariffs

NBC Bay Area 08 Apr 2025
New Mexico resident Becky Fink said her family isn't planning on paying for her son's college tuition with a 529, which she says it a bit of a relief, because those accounts have taken a pretty big hit over the last few days.
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What college savers need to know about their 529 accounts as market roils

CNBC 08 Apr 2025
Families saving for their children's education in a 529 plan may be on edge amid recent market volatility. Financial experts share their tips ... .
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Q\u0026A: Worried about your 401k, investments after Trump's tariffs? Here's some expert advice

Akron Beacon Journal 08 Apr 2025
If you are planning to retire in the next five to 10 years, the same advice applies ... If you are using a 529 college savings plan, should you follow the same advice for a 401(k) or something different?.
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The 12-year-old investor — How FIRE parents are teaching their kids to be financially savvy

Business Insider 07 Apr 2025
The self-made millionaire, who quit his day job to run a financial literacy platform full-time, said they both have a 529 plan, a brokerage account, and a Roth IRA.Brennan and Erin Schlagbaum live in Texas with their two daughters.
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Stock market meltdown driven by tariff chaos hits 401(k) investors hard for 3rd day

Detroit Free Press 07 Apr 2025
Many people who have been steadily saving in their 401(k) plans, 529 college savings plans and elsewhere feel numb ... Many savers still have money in their 401(k) plans, particularly if they've been saving for quite some time.
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Tax Talk offers some last-minute tips before sending your tax returns to the IRS

South Bend Tribune 05 Apr 2025
College 529 Plans ... 529 Plans (named after the IRS code section) are a helpful way to fund specific college expenditures.
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What parents can do to save more for college

Springfield News-Sun 01 Apr 2025
However, an array of strategies can help parents save more for college.Take advantage of a 529 plan. A 529 education savings plan is an increasingly popular way to save for college ... A 529 plan is a ...
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I'm a wealth advisor at Merrill Lynch. Here are 5 ways I'm setting my kids ...

Business Insider 30 Mar 2025
Furst said investing and charitable giving are core habits he wants to instill in his kids.He has also set up 529 plans for each child and he and his wife live frugally to build wealth.
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Court hears Ontario consumption sites free to relocate contrary to past statements

Toronto Sun 25 Mar 2025
Story continues below ... THIS CONTENT IS RESERVED FOR SUBSCRIBERS ONLY ... Play Video ... The province is moving to an abstinence-based addictions treatment model as it invests $529 million into a plan that also includes 540 highly supportive housing units ... .
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4 changes financial planners are making to their own approach to money this year

Business Insider 22 Mar 2025
There are a lot of factors that make up a strong financial plan ... She's increasing the amount of money she transfers to her taxable brokerage account as well as contributions to a 529 savings plan for her daughter's education.
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Head of Household filing status being questioned by some in Washington, D.C.

South Bend Tribune 22 Mar 2025
Please devote a column to an explanation of the HOH components. and your thoughts on its chances of survival ... OOPS!! Technical correction — our description of the tax credit reported on the Indiana Form IT-40 for the Indiana 529 plan was incorrect.
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