Education
Latest
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14 Education Tax Credits and Deductions to KnowEducation From the $20,000 529 plan expansion to the return of the student loan "tax bomb," here's how you'll pay for school in 2026 and where to save.
By Gabriella Cruz-Martínez
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The Silent 401(k) Drain Costing Thousands in Retirement GrowthTax Savings Millions of parents are cutting retirement savings to cover rising student debt. Discover three strategies to protect your future.
By Kate Schubel
Tax Savings -
Quiz: Could Your Recent Grad's 529 Funds Jumpstart Their Roth IRA?Quiz Think you know the tax rules for a 529-to-Roth rollover? Take our 2-minute quiz to see if your account qualifies.
By Kate Schubel
Quiz -
What's the Best Way to Fund my Grandchild's 529 Plan for College?Is it better to make a lump-sum contribution up front or spread funds out through the years? We asked a college savings professional and a financial planner for their advice.
By Maurie Backman
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Should Your College Student File a Tax Return This Year? 2 IRS Rules to KnowIRS Rules What matters when it comes to filing taxes isn’t just how much your dependent student earned. It’s the type of income involved and whether it crosses two key IRS thresholds.
By Kelley R. Taylor
IRS Rules -
Are Scholarships Taxable in 2026? What Students and Parents Need to KnowEducation Scholarships are generally tax-free if certain IRS and other requirements are met.
By Kelley R. Taylor
Education -
Student Loan Forgiveness 2025: Will You Owe Taxes?Loan Forgiveness If you received student debt forgiveness, know these key points when filing taxes. Plus — what can you expect from recent student loan news?
By Kate Schubel
Loan Forgiveness -
New Florida Sales Tax Holiday Changes for 2025: What to Know NowTax Relief As inflation continues to squeeze household budgets, Florida lawmakers are offering shoppers some sales tax relief.
By Kelley R. Taylor
Tax Relief -
Money for Your Kids? Three Ways Trump's ‘Big Beautiful Bill’ Impacts Your Child's FinancesTax Tips The Trump tax bill could help your child with future education and homebuying costs. Here’s how.
By Kate Schubel
Tax Tips
