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An advisor-friendly 529 college savings plan
Your No. 1 job is to help your clients realize their financial goals. One goal many clients have is to save for college.
my529 is a clear, focused, and practical 529 plan that works for your clients — and you.
- Benefits for your clients.
- Benefits for you.
Share class change for underlying fund; savings passed on to account owners
The Vanguard Total International Stock Index Fund moves to a lower-cost share class as of May 2, 2024. my529 is passing on the savings to account owners.
The share class change, with its 3-basis-point reduction, provides a collective annual savings of $101,000 for clients who work with advisors, benefiting more than 37,000 accounts.
The ticker symbol for the fund will shift to VTISX from VTPSX.
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my529 to Roth IRA transfers with SECURE 2.0
SECURE 2.0 offers an exciting new opportunity—allowing my529 account owners to transfer funds to a Roth IRA. While still new, […]
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Financial planning for children with special needs
my529 met Neil Mahoney at a recent event where he presented on the topic of financial considerations for families with […]
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The state of 529 tax advantages
Are incentives available where you live? As tax season approaches, it is important to inform your clients about state income […]
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