We are moving, effective July 27, 2026. Our employees will be remote from July ​10-27, 2026, and will still be accessible via email, Zoom, and phone.

Oops, you overfunded your 529 plan

Some might consider it a good problem to have: saving too much money for college. But if the money is held in a Section 529 college savings plan, there could be tax consequences to overfunding the account.