LATEST NEWS

What percentage of parents save for education with 529s in 2022, and how does that compare to pre-COVID levels in 2017, 2018, and 2019?

Based on a proprietary survey of parents fielded in April 2023, this report provides an overview of the education financial planning landscape, 529 landscape, legislative impacts, demographic drivers, product developments, marketing initiatives, distribution enhancements and more.

What was the 529 and ABLE market sizing as of 1Q 2023 (March 31, 2023)?

What was the 529 and ABLE market sizing as of 4Q 2022 (December 31, 2022)?

What was the 529 and ABLE market sizing as of 3Q 2022 (September 30, 2022)?

What was the 529 and ABLE market sizing as of 2Q 2022 (June 30, 2022)?

What rules govern how much you can withdraw for food when the student lives off campus?

As of April 2022, what percentage of 529 users, non-529 savers, savers and non-savers earn certain levels of household income?