Eligible beneficiaries may roll unused 529 funds into a Roth IRA without paying income taxes or the typical 10% withdrawal ...

The little-known update is assisting families in making the right plans for college, and helping savings go further.

Kasia Gay, 69, always thought her retirement would include a trailer home and cross-country adventures with her husband of more than 30 years. But that dream died with her divorce, and now she spends ...

The FAFSA Simplification Act eliminated the rule that cut need-based aid by up to 50 cents per dollar distributed from grandparent-owned 529 accounts. If the donor dies before the five-year election ...

As more than 40% of American teenagers report persistent feelings of sadness or hopelessness, a leading child psychologist says that grandparents and extended family have a vital role to play. Kenneth ...

A child psychologist says grandparents are more important than ever as youth mental health challenges continue to rise. He argues that children need supportive relationships, meaningful conversations, ...

While the IRS strictly prohibits using 529 college savings funds to directly purchase real estate or pay a monthly mortgage principal, parents can legally utilize 529 distributions to pay for ...

In the U.S., tax loopholes come and go. Our Planet Money podcast wanted to look into the life cycle of one of those loopholes and teamed up with the tax reporting nonprofit Tax Notes to do that.

Many couples don’t consider 529 accounts carefully when splitting up, and other families make a crucial mistake that can leave a mess if somebody dies. By Ron Lieber Until this week, Ron Lieber had no ...

“California’s ‘Trump Tax Loophole’ is a billionaire-friendly tax break that lets the wealthiest commercial property owners avoid paying taxes based on what their properties are actually worth,” ...