New Rules for 529 Accounts: More Than Just College Savings
Recent legislative changes have meaningfully expanded what 529 accounts can do. Here is what the updated rules mean for families thinking about long-term education funding and wealth transfer planning.
What Individual Investors Should Know About the One Big Beautiful Bill Act (OBBBA)
The One Big Beautiful Bill Act (signed July 4, 2025) makes 2017 tax cuts permanent, raises the standard deduction, expands the SALT cap to $40,000, and introduces new deductions for tips, overtime, and auto loans, plus retirement and estate planning benefits.
Recent legislative changes have meaningfully expanded what 529 accounts can do. Here is what the updated rules mean for families thinking about long-term education funding and wealth transfer planning.
The One Big Beautiful Bill Act (signed July 4, 2025) makes 2017 tax cuts permanent, raises the standard deduction, expands the SALT cap to $40,000, and introduces new deductions for tips, overtime, and auto loans, plus retirement and estate planning benefits.
