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Key Points on Senate Proposal Targets Parent The Senate version of the student loan reform bill would block Parent PLUS […]

Key Points on 529 Plan Account Balances 529 plan assets grew from $388 billion in 2022 to more than $525

Key Points on Senate Proposal Eases Endowment The Senate version of the tax bill proposes an 8% top rate on

Key Points on Proposed College Endowment Tax College endowments are typically tax-exempt, but a 2017 law imposed a 1.4% tax

Key Points on Congress Stalls On HSA The Senate removed a proposal to double Health Savings Account (HSA) contribution limits

Established in 1956, UGMA Accounts are the oldest form of custodial accounts with tax benefits. UTMA Accounts were established in

Key Points on Banks And Markets Closed Banks, credit unions, and the U.S. stock, options, and bond markets will be

Key Points on New Report: IDR Processing The Department of Education significantly increased its processing of Income-Driven Repayment (IDR) applications

Key Points on Personal Finance Classes 28 U.S. states now require a standalone personal finance course for high school graduation.