Whitaker Wealth explains 529 vs UTMA accounts, showing how families can save smartly for college with tax benefits and flexibility.
State 529 accounts let you invest money for educational purposes and the balance grows tax-free. Withdrawals are tax-free as well as long as they're used to pay for pre-school, high school or college.
Answer: A lot of people experience sticker shock when they sit down to look at college costs today. For the 2025-2026 academic year, U.S. News & World Report puts the average cost of tuition and fees ...
SPOKANE, Wash. — Getting ready for college may feel like a huge financial burden, but parents can start preparing as soon as their child is born. Parents can open a 529 education savings plan once ...
SAN DIEGO (KGTV) — Saving for college has long been a priority for families, but recent changes to popular 529 savings plans are giving parents more flexibility in how they use those funds. The ...
As an accountant and business advisor I sometimes get questions about the pros and cons of 529 Plan contributions. I’ve seen ...
Dear Quentin, I saved a significant amount of money ($200,000) for my daughter’s 529 account, but she doesn’t want to go to ...
You opened a 529 college savings plan, socked money away and dreamed about the future. But then your child tells you they don’t want to go to college. Maybe they’re considering trade school, starting ...