529 plans

It's the worst-case scenario—retiring just before a sustained decline in the stock market. Can your portfolio recover? We found out.

Late last year, some investors in Vanguard’s target-date funds got hit with a hefty surprise tax bill. Now it's going to cost the fund giant.

What better time to answer often-asked questions about 529 college saving plans than high school graduation season?

Common 529 Plan Questions

Who should own a 529 plan? Anyone can open a 529 (college savings) plan, but parents or grandparents are the most common account owners (with their children and grandchildren …

May 29 is (almost) here and we thought we’d take the opportunity to discuss some of the benefits of the other 5/29—529 education savings accounts. 529 plans are tax-advantaged investment accounts designed to help you save for tuition and expenses related to private K–12 and higher education. Anyone can open a 529 …

• Free Application for Federal Student Aid (FAFSA)
• Federal Loans: Direct Subsidized, Direct Unsubsidized and Direct PLUS
• Private Loan Options

Now that we are in September, it’s back to the books for students—which makes it a good time to study up on or review the student-loan process for those …

Many an empty-nester saw a child off to school last week, proud and wistful as the car left the driveway or the campus receded in the rearview mirror post-drop-off. Those parents who invested early in a 529 plan probably breathed a little easier than those who did not. 529 plans are …