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Form 13F PERCEPTIVE ADVISORS LLC For: 29 May

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WHO announces 1st Ebola recovery in Congo

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WHO announces 1st Ebola recovery in Congo
The World Health Organization on Friday announced the first recovery of a confirmed Ebola patient in the outbreak raging in the Democratic Republic of Congo.

“The DRC has said that on May 27, a patient recovered and left the hospital and has been discharged into the community,” the WHO’s Anais Legand told reporters.

She said it marked the “first” among patients who had been confirmed to have Ebola, but stressed that she expected there had been other recoveries among people who have not yet received laboratory confirmation of test results.

“This is the first one” to be discharged from a care centre “following two negative tests”, said Legand, a WHO technical officer on viral haemorrhagic fevers.

She said the WHO had to date recorded 17 confirmed and 223 suspected Ebola deaths in the DR Congo since the outbreak was declared on May 15, out of 125 confirmed cases and over 900 suspected cases.

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In neighbouring Uganda, seven cases have also been confirmed, including one death.

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Amy Gonyea on Communication, Trust and Real Estate Leadership

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Amy Gonyea on Communication, Trust and Real Estate Leadership

Amy Gonyea is a Minnesota-based real estate professional known for her client-focused approach and steady leadership in the residential and investment property market.

With more than a decade of experience working throughout the Twin Cities, she has built a reputation for helping buyers, sellers, and investors navigate real estate transactions with clarity and confidence.

Amy’s career has included both real estate sales and management, giving her a broad understanding of the industry from both the client and operational sides. She has worked across a range of property types, including single-family homes and townhouses, and is recognised for her ability to simplify what can often feel like a stressful process.

She believes that strong communication is one of the most important parts of real estate. Clients and colleagues frequently describe her as responsive, professional, and committed to building long-term relationships rather than focusing only on transactions.

Over the years, Amy has also been involved in investment-focused real estate initiatives connected to community impact. This includes support for charitable efforts that benefit homeless veterans, a cause she believes reflects the importance of creating stability and opportunity through housing.

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Known for her practical mindset and people-first philosophy, Amy continues to be a respected voice in Minnesota real estate. Her approach combines market experience, operational knowledge, and a commitment to helping clients make informed decisions with confidence.

Q&A With Minnesota Real Estate Professional Amy Gonyea

Q: How did you first get started in real estate?

Amy Gonyea: I was drawn to real estate because it combines people, business, and problem-solving. Early on, I realised that every transaction is different. Some clients are buying their first home. Others are investing or selling a property tied to major life changes. I liked the fact that the work was always moving and always personal at the same time.

I also wanted to understand more than just the sales side. That led me into management roles as well, which gave me a broader view of how the industry works behind the scenes.

Q: What did those management experiences teach you?

Amy Gonyea: They taught me how important communication and organisation are. A lot of people only see the final result of a transaction, but there are many moving parts involved. Timing, paperwork, negotiations, inspections, expectations. Everything has to stay aligned.

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Being involved operationally helped me understand where problems usually happen and how to prevent them early. That experience still shapes how I work with clients today.

Q: You have worked throughout the Twin Cities market for many years. What stands out about the area?

Amy Gonyea: The Twin Cities market has always been active and competitive, but it has also changed a lot over time. Buyers today are dealing with more information, faster decisions, and more pressure than they were years ago.

At the same time, clients are more educated and more engaged. People want transparency. They want direct answers. I think that has made communication even more important.

Q: What do clients value most during the process?

Amy Gonyea: Consistency. People want to feel informed. Even small updates matter because real estate can feel overwhelming if clients are left guessing.

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I try to explain things clearly and avoid unnecessary confusion. I have always believed that if clients understand the process, they feel more confident making decisions.

Q: You work with buyers, sellers, and investors. How does your approach change with each group?

Amy Gonyea: Every client has different priorities. First-time buyers usually need more guidance and reassurance because the process is new to them. Sellers are often focused on timing and preparation. Investors usually look at things from a longer-term perspective.

The key is listening first. I do not believe in using the same approach for everyone. Real estate is personal, so communication has to be personalised too.

Q: What challenges do you think the industry is facing right now?

Amy Gonyea: One challenge is information overload. Clients have access to endless opinions online, but not all of it is helpful or accurate. That can create confusion and unrealistic expectations.

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Another challenge is keeping the process human. Technology has changed the industry in many positive ways, but relationships still matter. People want honesty and responsiveness. That never changes.

Q: Your work has also included involvement in community-focused initiatives. Why is that important to you?

Amy Gonyea: Housing affects stability, opportunity, and quality of life. That is one reason I have appreciated being connected to initiatives that support homeless veterans and other community causes.

I think businesses should look beyond transactions when possible. Even small efforts can make a difference in people’s lives.

Q: What leadership qualities matter most in real estate?

Amy Gonyea: Staying calm under pressure is important. So is being direct and transparent. Clients appreciate honesty, even when conversations are difficult.

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I also think leadership means being dependable. In this industry, trust is built through consistency over time, not through one big moment.

Q: What keeps you motivated after more than a decade in the industry?

Amy Gonyea: The relationships. Real estate is one of the biggest decisions people make, so it is rewarding when clients trust you during those moments.

I also enjoy learning. The market changes constantly, and there is always something new to understand. That keeps the work interesting.

Q: What do you hope clients remember most about working with you?

Amy Gonyea: I hope they remember feeling informed, respected, and supported throughout the process. At the end of the day, I want people to feel confident that someone was looking out for their best interests and communicating honestly with them from start to finish.

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Coinbase: Great Business, But Not Enough Margin Of Safety Yet (NASDAQ:COIN)

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Coinbase: Great Business, But Not Enough Margin Of Safety Yet (NASDAQ:COIN)

This article was written by

I am a lawyer with a strong personal interest in investing and fundamental equity research. Over time, I developed a particular interest in small-cap companies, where I believe careful analysis can uncover businesses that are still misunderstood, underfollowed, or mispriced by the market. My goal is to identify companies with attractive long-term potential, solid business models, and a margin of safety that may not be fully reflected in their current valuation.My professional background in law has shaped the way I approach investment research. Legal training requires close reading, attention to detail, disciplined reasoning, and the ability to evaluate risk from multiple angles. I bring that same mindset to investing, particularly when analyzing corporate filings, disclosures, governance issues, business quality, and management communication. I am especially interested in understanding not only what a company reports, but also how its strategy, incentives, and risk profile may affect long-term shareholder outcomes.I am writing on Seeking Alpha because I enjoy the research process and value the opportunity to share ideas with a serious investing community. Writing helps me refine my own thinking, test my investment theses, and engage with other investors who also appreciate disciplined, independent analysis.Closely associated with Rafael Binatti Costa.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Form 144 WEYCO GROUP For: 29 May

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Form 144 WEYCO GROUP For: 29 May

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Marvell Stock Drops After Earnings Beat. It Sees Growth in Powering the AI Boom.

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Marvell Stock Drops After Earnings Beat. It Sees Growth in Powering the AI Boom.

Marvell Stock Drops After Earnings Beat. It Sees Growth in Powering the AI Boom.

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Blue Owl Capital Inc. (OWL) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Blue Owl Capital Inc. (OWL) Bernstein 42nd Annual Strategic Decisions Conference May 29, 2026 10:00 AM EDT

Company Participants

Marc S. Lipschultz – Co-Founder, Co-CEO & Director

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Conference Call Participants

Patrick Davitt – Autonomous Research US LP

Presentation

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Patrick Davitt
Autonomous Research US LP

Good morning. My name is Patrick Davitt. I’m the U.S. asset managers analyst at Autonomous Research. It’s my pleasure to welcome back Blue Owl’s Co-CEO, Marc Lipschultz. As a reminder, if you want to ask any questions, you can do it through the pigeonhole portal, and they will show up on my iPad here, and I’ll try to work them in. Marc, thanks for joining us.

Marc S. Lipschultz
Co-Founder, Co-CEO & Director

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Great being here. I appreciate the opportunity. .

Question-and-Answer Session

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Patrick Davitt
Autonomous Research US LP

So as I usually do at this event, given we’ve had most of the major alternative manager, CEOs, I want to start a little higher level. It’s obviously been another crazy winter and spring. It feels like every year we’re here. It’s been a crazy winter and spring this time, particularly acute for you given the private credit freaked out, but also concerns around sticky inflation, higher for longer rates, slowing economic growth, kind of a toxic mix, it feels like for levered risk assets.

So maybe — but potentially incrementally positive for private credit. So do you agree with the concerns that are out there? And what is your current thinking on inflation rates in the economy and how Blue Owl is positioned given this kind of macro overlay?

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Marc S. Lipschultz
Co-Founder, Co-CEO & Director

Yes. Well, it’s great to be here and the gathering you all pulled together here over the last few days, which obviously credit to autonomous and to you. And it does, of course, give us all

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Costco gas demand hits record highs as consumers seek low prices at pump

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Costco to open its first stand-alone gas station in Mission Viejo

Costco’s gas stations saw a surge in demand in the most recent quarter as consumers sought out its low-priced gasoline, which helped the company top the market expectations for its third-quarter sales.

Costco CEO Ron Vachris noted the “backdrop of ongoing macro uncertainty” has consumers searching out affordable options given the pressure on household budgets, which helped attract members to its gas stations.

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“Nowhere has this been more apparent in the third quarter than our gas business. As events in the Middle East have had a significant impact on product supply and gas prices, our focus, as always, is to be there for our members by staying in stock and offering the best value,” Vachris said.

“The result was record-breaking volumes, all three four-week fiscal periods of the quarter set successive all-time company volume sales records, with the final five weeks for the quarter becoming our top five volume weeks ever,” he said.

HIGH ENERGY PRICES RISK KEEPING INFLATION ABOVE 2% TARGET, CONCERNING FED POLICYMAKERS

Costco gasoline station

Costco cited “unprecedented demand” for its low-cost gas in the latest quarter. (Elijah Nouvelage/Bloomberg via Getty Images)

Vachris commended the Costco team’s work managing the deliveries necessary to meet demand, “which requires multiple daily gas deliveries to many locations.”

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Energy markets were upended by the Iran war, which sent gas prices surging above $4 a gallon around the country as global oil supplies were constrained by the closure of the Strait of Hormuz, which sent crude prices above $100 a barrel.

AMERICANS LEAN ON CREDIT CARDS AND BUY NOW, PAY LATER AS GAS PRICES EAT BIGGER SHARE OF INCOME

Ticker Security Last Change Change %
COST COSTCO WHOLESALE CORP. 952.55 -42.65 -4.29%

The latest AAA data shows the national average price for a gallon of regular gasoline was $4.39 on Friday, up about 38% from the average of $3.17 a gallon a year ago.

Vachris noted that the low-cost gasoline offered at Costco stations helped attract new members and customers into stores, driving more sales momentum for the wholesale club in the future.

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GAS PRICE SURGE HITTING LOW-INCOME HOUSEHOLDS HARDEST, FED STUDY FINDS

Woman pulling groceries from Costco cart

Costco said that low gas prices helped drive new memberships as sales volumes rose. (David Paul Morris/Bloomberg)

“The high consumer price sensitivity, which fueled these record volumes, also drove many members to use our gas stations for the very first time in the third quarter. We believe this will drive even greater loyalty with these members in the future as members who use our gas stations typically spend more with us in the warehouse,” he said.

Costco CFO Gary Millerchip added that Costco’s volumes of gas sales allowed the company to widen its price gap with higher-cost stations, adding that the company knows “that’s something that’s very high on our members’ minds.”

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Reuters contributed to this report.

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Ventura Offshore Holding Ltd. (VTURF) Q1 2026 Earnings Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Guilherme Coelho
CEO & Director

Good morning, good afternoon, everyone, and welcome to Ventura Offshore’s Q1 2026 Earnings Call. My name is Guilherme Coelho, I’m the CEO of Ventura Offshore. And I’d like to thank you all for joining us today.

Here with me are Marcelo Issa, our CFO; Mardonildo Filho, our Chief Strategy Officer; and Olav Amri, our Financial Adviser. And we’ll provide you an overview of our performance between January and March of this year, a brief overview of the market, and at the end, open for questions. [Operator Instructions]

So next slide, this is our disclaimer, which you guys are familiar with.

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Okay. So very glad to report our robust operational performance in the first quarter of the year, with an uptime of 96.8%, in line with the continuous improvement we have been observing since last year. Another key highlight for the quarter, in Q1, Ventura Offshore has delivered an adjusted EBITDA of $21.5 million and a net income of $25.8 million.

Again this quarter, we maintained our industry-leading cost structure, operating with an average OpEx of $106,700 per day, excluding ancillary service for the Catarina, which are fully reimbursed by the customer with a markup margin. So again, demonstrating our cost discipline throughout the quarters and the years. I’ve been having this call with you now for 2 years, and proud to see that we’ve been able to demonstrate our cost control since our call #1.

We also closed the quarter with a strong free cash position of $37.2 million. That’s prior to the bond tap that we’ll talk about in a second. On uptime, as I already indicated, we delivered

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A Practical Guide for Modern Business Leaders

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one month to comply with new Data Complaints Law

Office design has evolved significantly over the last decade. Businesses are paying closer attention to workplace productivity, employee well-being, and professional presentation than ever before.

Yet despite the rise of flexible workspaces and hybrid working, one piece of furniture continues to hold particular importance in leadership spaces: the executive office desk.

For directors, founders, and senior managers, a desk is more than a workstation. It influences organisation, comfort, workflow efficiency, and even how clients and employees perceive the business itself.

Choosing the right executive office desk requires more thought than simply selecting a design that looks impressive. The ideal desk should support productivity, reflect company standards, and adapt to the practical demands of modern working environments.

Why the Executive Office Desk Still Matters

Modern workplaces increasingly prioritize functionality, ergonomics, and collaborative layouts. However, executive offices still serve an important role within many businesses.

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An executive workspace often acts as:

  • A decision-making environment
  • A private meeting space
  • A focused work area
  • A representation of company professionalism

The furniture within that space contributes directly to how effective and organised the environment feels. Research and workplace trends continue to show that office layout and furniture choices can influence concentration, comfort, and productivity. Business-focused publications have also highlighted the growing demand for office furniture that balances practicality with aesthetics in contemporary workspaces.

A well-designed executive desk creates structure within the workspace while helping leaders manage demanding daily responsibilities more efficiently.

What Defines a True Executive Office Desk?

Not every large desk qualifies as an executive desk. True executive office furniture combines professional design with practical functionality.

Several elements distinguish executive desks from standard office workstations.

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Size and Workspace Functionality

Executive desks typically provide larger working surfaces to accommodate multiple monitors, documents, meetings, and day-to-day administrative tasks.

Additional surface space also helps reduce clutter, which can improve focus and organisation throughout the working day.

Materials and Durability

High-quality executive desks are generally constructed using durable materials such as:

  • Solid wood
  • Veneered wood
  • Tempered glass
  • Metal frameworks
  • Commercial-grade laminates

Durability matters because executive furniture is used daily. Investing in quality materials can reduce replacement costs over time while maintaining a professional appearance for years.

Storage and organisation

Integrated storage remains one of the most valuable features in executive furniture.

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Many executive office desks include:

  • Lockable drawers
  • Filing cabinets
  • Hidden cable management
  • Built-in storage compartments

These features help maintain a cleaner and more organised workspace, particularly in fast-paced business environments.

Design and Professional Image

An executive office often hosts meetings with clients, suppliers, investors, or team members. Furniture plays a subtle but important role in shaping first impressions.

A thoughtfully designed desk can communicate:

  • Professionalism
  • Stability
  • Attention to detail
  • Organisational standards

This is one reason premium office furniture remains important in leadership spaces, even as workplace design trends evolve.

How the Right Desk Impacts Productivity

The connection between workplace setup and productivity is now widely recognized across modern business environments.

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Office furniture is no longer viewed purely as a visual choice. Businesses increasingly understand that functionality directly affects employee performance and well-being.

Supporting Focus and Workflow

A poorly designed workspace can create unnecessary distractions and inefficiencies.

An effective executive desk should support:

  • Comfortable posture
  • Efficient access to technology
  • Clear document management
  • Sufficient working space

These seemingly small details can significantly improve workflow over time.

Improving Office organisation

Disorganised workspaces often lead to lost time, reduced concentration, and unnecessary stress.

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Executive desks with integrated storage and cable management systems help create cleaner working environments that support daily productivity.

Creating a Better Client-Facing Environment

Executive offices frequently function as meeting spaces. A professional and organised desk contributes to a more confident and credible business image during conversations with clients or stakeholders.

In many industries, workplace presentations still influence perceptions and trust.

Key Factors to Consider Before Buying an Executive Office Desk

Before purchasing executive office furniture, businesses should consider both immediate requirements and long-term practicality.

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Office Size and Layout

Large executive desks can dominate smaller rooms and reduce movement within the workspace.

Before purchasing, businesses should evaluate:

  • Available floor space
  • Office traffic flow
  • Storage requirements
  • Seating arrangements
  • Future office expansion plans

The desk should complement the room rather than overwhelm it.

Ergonomics and Employee Wellbeing

Workplace well-being has become a major priority for modern organisations. Comfortable and ergonomic furniture supports better posture and reduces physical strain during long working hours.

Many businesses now combine executive desks with ergonomic seating and adjustable workstation features to improve overall workplace comfort.

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Technology Integration and Cable Management

Modern executive offices rely heavily on technology.

A suitable desk should accommodate:

  • Multiple screens
  • Charging systems
  • Video conferencing equipment
  • Cable routing solutions

Poor cable management can quickly make even premium office spaces appear cluttered and unprofessional.

Long-Term Value Versus Short-Term Cost

Budget considerations matter, but office furniture should be viewed as a long-term investment rather than a short-term expense.

Lower-cost desks may need to be replaced sooner, particularly in high-use environments. Higher-quality executive desks often provide better durability, functionality, and long-term value.

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Common Mistakes Businesses Make When Choosing Office Furniture

Businesses sometimes prioritize appearance over functionality when purchasing executive furniture.

Some common mistakes include:

  • Choosing desks that are too large for the space
  • Ignoring ergonomic considerations
  • Overlooking cable management needs
  • Prioritizing low cost over durability
  • Selecting styles that do not match the wider office environment

Avoiding these issues can improve workplace efficiency and the long-term value of furniture.

Final Thoughts

An executive office desk is not simply another piece of office furniture. It is a central component of leadership spaces that influences productivity, organisation, comfort, and professional image.

The best executive desks combine practicality, durability, and design, helping businesses create work environments that support both daily performance and long-term growth.

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Whether furnishing a corporate headquarters, upgrading a private office, or designing a hybrid workspace, investing in the right executive desk can deliver meaningful value far beyond aesthetics alone.

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529 plans offer tax-free growth and new options families may not know about

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Cornerstone University launches $24K accredited degree via smartphone

American households saving money for their children’s educations can leverage tax-advantaged 529 accounts to make their dollars go further.

529 education savings accounts are typically opened by parents, guardians or grandparents for minor children and allow those savings to grow on a tax-deferred basis, and funds can be withdrawn tax-free when they’re used for qualified expenses. Individuals may also open 529 accounts to help save for their own education. 

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“529s are the optimal vehicle for education savings,” Thomas Psaltis, director of education savings programs at Bank of America Merrill Lynch, told FOX Business in an interview.

“That growth in earnings, if used tax-free, can have a really significant impact on providing more money for education in the future for children and grandchildren, but also help combat the rising tuition costs,” he said.

BANK OF AMERICA’S LEGACY OF BUILDING THE AMERICAN DREAM

Student loan application

Man counting college savings fund, tuition fee or student loan with calculator. Education price and expenses concept. Money and papers on table. Calculating budget and planning finance. (iStock)

Psaltis said that aside from that core feature, 529 accounts offer other features that may not be available to those who use other tax-advantaged savings accounts.

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“One of the game changers is the versatility of 529 accounts,” which he noted were traditionally designed for handling expenses at four-year colleges but have “grown significantly to go beyond just that.”

“Some of the recent legislation under the SECURE 2.0 Act and even as President Trump’s One Big Beautiful Bill has now allowed for the use of K-12 tuition, which has since been expanded under the One Big Beautiful Bill from $10,000 annually to $20,000 to be used for K-12 in private education, even if you’re not using them directly for college,” Psaltis said.

“We’re now including registered apprenticeships and credentialing programs as part of qualified expenses that can be used tax-free as well,” he added.

Psaltis said that advisors at Merrill Lynch encourage clients to focus on planning ahead, and that 529 plans can meet the education savings needs of clients at all income levels.

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SOUTHERN CITIES DOMINATE RANKINGS OF BEST JOB MARKETS FOR NEW COLLEGE GRADUATES

Since their inception 30 years ago, the number of 529 plans has grown to 17 million accounts across the industry and has a total of more than half a trillion dollars in assets, he noted. Despite 529 plans being available to Americans for three decades, Psaltis added there are still some common misperceptions about how the accounts work.

“There’s this misconception that you have to fully fund college for a 529 plan to be worthwhile, and sometimes that perception can create unnecessary pressure and cause families to delay in getting started,” he said. 

“The biggest miss in that is the opportunity for that tax-free growth. Families who end up using taxable savings instead of a 529 may be giving up meaningful long-term returns that could be used tax-free,” Psaltis said.

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kids with backpacks walking in school

529 accounts can be opened by parents for the children to use for college and trade school expenses. (Valerie Plesch for The Washington Post via Getty Images)

Contributions are considered taxable gifts, so individuals can contribute up to $19,000 per year, per beneficiary without facing a gift tax liability. 529 accounts may also be frontloaded with up to five years of giving all at once.

“Let’s say there’s grandparents that would typically gift $38,000 annually for their kids’ 529. The 529 code allows them to gift up to five times that – or $190,000 per beneficiary – in a single year,” he said. “The contributions that were moved and the future growth of those contributions are generally no longer part of that grandparent’s estate, so long as they live for the next five years it won’t be subject to a clawback or a prorated pullback.”

RECENT COLLEGE GRADS ARE LOSING THEIR EDGE IN JOB MARKET, STUDY SHOWS

In cases where a 529 account beneficiary may not be planning on attending college or an accredited vocational tech program, there’s no required distribution, so the funds could be held in the account in case they change their mind and decide to do so at a later date. 

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college graduates

Unused 529 funds may be reallocated to another beneficiary, or can be rolled over into an IRA to jump-start retirement. (iStock)

“Holding onto it indefinitely, that child that doesn’t initially go off to college, well, maybe in a few years they decide they want to further their education either through college or an accredited trade,” Psaltis said. “You can switch beneficiaries at any time and for whatever reason, so if there’s unused funds, those monies could be shared with siblings.” 

“If all else fails, and you have an account open for 18-plus years, there’s still other options,” he added. “One of the key features that has recently occurred over the past few years is the ability to roll over a portion of your 529 proceeds up to $35,000 into a Roth IRA on behalf of that beneficiary to sort of help jump-start their retirement, and that’s a really cool feature too.”

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“At the end of the day, they’re not locked into those monies. If for whatever reason they have to take that money back, they can always take that money back themselves, but just note that this would be treated as a non-qualified withdrawal and that account owner would be subject to income tax and a potential 10% federal tax penalty, but only on the earnings portion of the account,” Psaltis said.

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