News and Insights

529 Plan Changes in 2025: Expanded Qualified Expenses Under the OBBBA

The One Big Beautiful Bill Act (OBBBA) significantly broadens how families can use 529 education savings plans—covering K–12, homeschooling, and career training expenses. These updates give parents and students greater flexibility to align long-term savings with today’s diverse education and career paths.

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News and Insights

Back to School: Changes to Education Tax Credits You Should Know Heading into the New School Year

The One Big Beautiful Bill Act (OBBBA) introduces key changes to the American Opportunity and Lifetime Learning Credits—modernizing how education is supported through the U.S. tax code. From higher refund limits to expanded eligibility and digital learning coverage, these updates make education more accessible for students and professionals alike.

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