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Legislation has expanded the use of 529 plan benefits to credentialing and skilled trade programs. Qualified Postsecondary Credentialing Expenses are now included as eligible education expenses, offering greater flexibility for individuals pursuing career training, professional licensing, or technical certifications.

Legislation has expanded 529 plan flexibility for K–12 education expenses, broadening the use of education savings across a wider range of qualified costs.

Start your child’s education savings journey with confidence using this savings checklist for new parents and enjoy peace of mind.

For decades, families treated education savings and retirement as distinct financial journeys. Historically, these goals were managed separately, but now unused funds in a 529 plan can be rolled over into a Roth IRA for the beneficiary.

New or soon-to-be parents face many competing demands. Here are six reasons why it’s important to start saving early for education and how doing so keeps goals on track.

The benefits of 529s for grandparents: Grandparents have more opportunities than ever before to maximize the financial contributions they make to their grandchildren’s education. Here are four ways to integrate 529 plans into your financial plan.

Explore some of the many ways New Mexico residents can capitalize on a 529 plan’s flexibility and how it can be a valuable tool in planning for your financial future.

The Scholar’s Edge 529 Plan enrollment kit contains materials needed to enroll in the plan, including the investor brochure, enrollment forms and the plan description.

This plan description and participation agreement describe the terms of your account with Scholar’s Edge.

Inflation is top of mind for many consumers today. As inflation goes up, paychecks and education savings accounts alike need to stretch a little further. Explore our insights on tuition inflation and practical tips for managing the financial pressure of higher education.

During unpredictable financial markets, it can be tempting to deviate from your education savings plan. While this is natural, it’s important to avoid impulsive decision-making, as it can lead to unwanted financial outcomes.

529 plans go head-to-head against alternative savings options. Which one can help families get to the education savings finals?