Content library
Access literature and forms to help manage your education savings needs.
529 Plans and Post-Secondary Credentialing
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.
How AI is reshaping career planning and education savings
AI is changing the skills employers value and the roles and responsibilities that employees have. Jobs are evolving, and the learning paths that prepare people for those jobs are changing alongside them. For families and individuals saving for education, this shift creates new questions worth planning for.
Education and retirement: connected like never before
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.
The benefits of 529s for grandparents
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.
Rising education costs: Inflation whitepaper
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.