Most Families Don’t Know the Full Power of 529 Plans

Published on May 15, 2026

Today, 529 plans offer flexible, tax-advantaged savings beyond traditional college. Recent updates expand their use to K-12 tuition, vocational training and the option to transfer unused funds to a Roth IRA. Our Bill Cass explains the ways to optimize the benefits of 529 savings plans.

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Solving the Structural AI Power Deficit

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Roth Conversion Strategy for High Earners: When It Makes Sense and When It Does Not

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