How an UTMA Compares to a 529 Plan

Published on October 20, 2024

The cost of higher education has skyrocketed over the last few decades, and shows no signs of slowing. That’s why it’s more important than ever that parents start saving as early as possible for their children’s future.

Continue reading on website
Other news

529 Plans: Custodial Versus Individual Accounts

October 19, 2024
Opening a 529 college savings account can be a smart move if you’d like to save for college on a tax-advantaged basis. One thing to consider when opening a 529 plan is whether it should be a custodial or individual account. While both allow you to save for college costs and enjoy some tax breaks, they differ in terms of who has control of the account and the assets in it.

7 Top SEC Exam Priorities for 2025

October 21, 2024
In addition to core business practices, examiners will focus on new rules, emerging tech and investor data protection.      Related StoriesBD Violated Reg BI With Excessive Trading That Cost Clients $1M: SECTop DOL Official Sees a 'Nonsensical' Reality at Heart of Fiduciary FightSEC X Account's Alleged Hacker Arrested Over Fake Bitcoin ETF Post