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Your 529 Questions, Answered
We address common questions about 529 plan investment menus, fees, financial aid implications, and more.
Morningstar’s Guide to 529 Plans
Learn how 529s can help pay for educational expenses.
529 Plans Keep Getting Cheaper: 5 Key Takeaways From Our 2026 Study
Assets climbed to a record $550 billion, and the largest chunk is with the Big Three: Vanguard, Capital Group, and TIAA.
I (Finally) Started Saving for My Kids’ Educations. What Was Stopping Me?
My daughter’s last day of kindergarten was the milestone I needed to open a 529 savings account.
6 Reasons the Trump Savings Account Falls Short
A close examination reveals significant flaws.
How Much Do You Really Need to Save for College?
Save thousands with one simple trick.
Morningstar 529 Ratings: The Best Plans of 2025
Five plans earn the highest marks in our latest assessment of 529s.
Don’t Let Market Volatility Derail Your College Savings
Like target-date funds, age-based 529s take on an appropriate amount of risk for your timeline.
You Probably Need a 529 Savings Account. Here’s Why
It’s not just for college tuition.
What Can a 529 Plan Be Used For?
A list of qualified education expenses and tax benefits.
Estimate Your Federal and State 529 Tax Benefits
Use this tool to compare how much you could save in a 529 college savings plan versus a taxable brokerage account.
Does a 529 Plan Affect Financial Aid?
529 assets can affect college financial aid packages, but that shouldn’t stop you from opening an account.
Should You Worry About Overfunding Your 529 Plan?
You can roll over your unused 529 dollars into a Roth IRA or ABLE account, but there are limits.
Should Couples Merge Their Finances?
Weigh the pros and cons before taking the financial leap, and learn how to manage debt together.
10 Ways to Pay for College If You Don’t Have Big Bucks Set Aside
Here’s how to fund your child’s education while keeping your own financial future on track.