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The Best 529 Plans for 2023 and Beyond
by Javier Simon, 12/12/22

We’ve broken down nine of the best 529 plans.

529 Plan Contribution Limits for 2022
by Javier Simon, 9/28/22

Unlike with 401(k) plans and other retirement savings accounts, the IRS does not set annual contribution limits for 529 college savings plans. Instead, the states that sponsor individual 529 plans set parameters for the life of the plan.

Student Loan Debt Has Minimal Impact on Retirement Savings
by Javier Simon of PLANADVISER, 9/21/16
The value of median retirement assets for participants with student debt at age 30 is $10,075 and the same for those without student loans is $10,680, according to a new report.

Study Finds Millennials Overconfident About Investment Knowledge
by Javier Simon of PLANADVISER, 9/15/16
Despite being overly confident about their investment knowledge, 94% of Millennials expressed a desire to learn more about investments, according to a new study.
4 results found.