Direct & BlackRock Advisor Plans Receive Silver Ratings in Morningstar’s 2025 Medalist Report COLUMBUS, Ohio, December 23, ...

BOSTON--(BUSINESS WIRE)--MEFA’s U.Fund College Investing Plan has earned a Gold Medal Rating from Morningstar, placing it among the nation’s best 529 college savings plans. Families have been saving ...

You can transfer funds from a 529 plan to an ABLE account, up to the ABLE annual contribution limit of $19,000, without ...

529 Education Saving Plans are tax-advantaged investment vehicles in which your money grows tax-free. Depending on the level of tax benefit your state’s plan offers, it may be worthwhile to look out ...

Morningstar rated the nation's 529 college savings plans. Ratings for the 64 of the nation's largest 529 college savings plans were released by Morningstar and show some downsides exist for families ...

Key Points ・529 plans are no longer just for college degrees. New federal rules allow 529 plan withdrawals for credentialing, ...

CHICAGO, Nov. 2, 2023 /PRNewswire/ -- Morningstar, Inc. (MORN) (Nasdaq: MORN), a leading provider of independent investment insights, today announced Morningstar Medalist Ratings™ for 54 of the nation ...

Learn about the contribution and account balance limits on 529 plans and the difference in contribution limits among states.

State 529 accounts let you invest money for educational purposes and the balance grows tax-free. Withdrawals are tax-free as well as long as they're used to pay for pre-school, high school or college.

President Donald Trump's mega tax bill will expand the uses for 529 education savings plans, but enough limitations remain to potentially give some investors pause, some experts say. State-run, ...

FILE - This Oct. 24, 2016 file photo shows dollar bills in New York. (AP Photo/Mark Lennihan, File) (Mark Lennihan, Copyright 2017 The Associated Press. All rights ...