529 Plans Face Scrutiny as Planner Rejects Use Planner publicly rejected 529 plans (Yahoo Finance, Apr 3, 2026); IRS applies a 10% penalty on non‑qualified earnings and SECURE 2.0 allows $35,000 529→Roth rollovers.

529 Plans Face Scrutiny as Planner Rejects Use: Planner publicly rejected 529 plans (Yahoo Finance, Apr 3, 2026); IRS applies a 10% penalty on non‑qualified earnings and SECURE 2.0 allows $35,000 529→Roth… 👈 Read full analysis #529Plans #FinancialPlanning #IRS #TaxPenalties #InvestmentStrategies

Expanded 529 Plan Uses Start in 2026: Here's What To Know Families can now use 529 funds for credentials, CE courses, and more K–12 costs under new federal law.

529 plans just got better! 🌟 Now you can use them for K-12 and career training expenses.
#529plans

Grandparent help for college is great—but it’s way more than writing a check. Financial aid, taxes, timing… it all matters. Smart giving > simple giving.

Podcast - zurl.co/Ys3PZ
Youtube - zurl.co/UH4C3

#CollegeFunding #529Plans

Tax Credits And Tax Deductions For 529 Plan Contributions By State Find out what a 529 plan is and also the tax benefits for your state. Also learn some more details regarding a 529 plan right here!

Thinking about college savings? See how state tax benefits for 529 plans could help you save more.
#529plans

New 529 Plan Rules Let Professionals Pay For Continuing Education Tax-Free New 529 rules let you pay for continuing education and license fees tax-free. Learn how professionals can benefit.

Great update for working pros: 529 plans can soon help cover costs for CE classes & credentials. This is good news for financial planners, accountants, lawyers, and more!
#529plans
thecollegeinvestor.com/65795/529-pl...

Bill would expand college savings plans to career savings plans A bill helping workers invest in their own career development that failed to gain traction in the past is back before Congress again with the support of the senior living industry.

🧐 #529Plans #TommorrsWorkforceAct #CareerPlanning
www.mcknightsseniorliving.com/news/bill-wo...

Just because you can use 529 funds for more things now (thanks to the OBBB) doesn’t mean you should. Big changes for grad school loans too.

www.investopedia.com/should-...

#CollegePlanning #529Plans #StudentLoans #GradSchool #FamilyFinance

#compoundgrowth
#ruleofseven
#529plans
#RothIra

Top trends in 259 plans insights.issgovernance.com/posts/529-da... #529plans #ISS

College costs $173K now. Got that lying around? Didn’t think so. 9 smart (and not soul-crushing) ways to save—yes, even if you're starting late. Because “hope” is not a savings plan. #CollegeSavings #ParentFinance #529Plans #FinancialHumor

www.aol.com/finance/ways-to-...

How Should You Invest in 529 College Savings Plans During Market Swings? - The New York Times How Should You Invest in 529 College Savings Plans During Market Swings?  The New York Times

Click Subscribe #Investing #529Plans #CollegeSavings #FinancialLiteracy #MarketSwings

After The Market Drop: How To Protect Your 529 College Savings For many parents, the recent market crash has offered a stark reminder that 529 savings plans are investment vehicles.

Monday the S&P 500 had fallen 8.62% off its Feb 19 peak—a wake-up call for 529 parents. Concerned about your college fund? www.forbes.com/sites/brianb... #529plans #financialplanning

Big Changes to Section 529 Plans | Carr, Riggs & Ingram Learn how recent changes make 529 plans more flexible for education and financial planning beyond college savings.

The latest updates to Section 529 plans bring exciting opportunities for savers. From expanding qualified expenses to enhanced tax benefits, these changes could affect how you save for tuition, K-12, and even student loans!⁠
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#CRIadv #529Plans #EducationSavings #CollegeFund #StudentLoans

Help Your Child Build Wealth: A Parent's Guide to Teaching Children To Be Successful Investors|Paperback Build a better future for yourself and your children by making the stock market work for your family In Help Your Child Build Wealth: A Parent's Guide to Teaching Children To Be Successful Investo...

Looking for a last-minute gift? Michael Sincere's "Help Your Child Build Wealth" is perfect for parents! From #CustodialAccounts & #529Plans to fun investing apps, this book is full of strategies to get kids excited about #investing. #FinancialLiteracy #Kids

www.barnesandnoble.com/w/help-your-...

Just did a live segment on @GDLA. September is #CollegeSavingsMonth! Open a @ScholarShare529 college savings account today and feel good all year about putting California’s tax-free plan to work for you. Learn more. #529Plans #CaliforniaCollegeSavings http://scholarshare529.com