529 Plans
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Saving for College: Are 529 Plans Worth It?
529 Plans That's just one question to ask. But there are some other, more pressing, questions to ask first, including am I making a huge retirement mistake by helping my kid out more than I can afford?
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser • Published
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529 Plans Aren’t Just for Kids
529 Plans You don’t have to be college-age to use the money tax-free, but there are stipulations.
By Kimberly Lankford • Published
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The Best College Savings Strategy to Use
529 Plans A 529 college savings plan comes with many advantages, and the best way to harness its power is to start ASAP and front-load your contributions.
By Paul V. Sydlansky, CFP • Published
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Paying for Continuing Education With a 529 Plan
529 Plans You don’t have to pursue a college degree to be able to use tax-free money from a 529 college-savings plan to pay for classes.
By Kimberly Lankford • Published
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Using a 529 Plan for High School
529 Plans You’re now able to withdraw up to $10,000 tax-free from a 529 plan each year for K-12 tuition.
By Kimberly Lankford • Published
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How a Move Can Change Your 529 Plan Tax Deduction
529 Plans The tax deduction you get for contributing to your state’s 529 plan can disappear if you move to another state.
By Kimberly Lankford • Published
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Using 529-Plan Money for College Overseas
529 Plans If your son or daughter plans to attend college abroad, here's what you should know.
By Kimberly Lankford • Last updated
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How a Grandparent's Help With College Tuition Affects Financial Aid
529 Plans Before cutting a check for a grandchild's college tuition, make sure you review the impact it can have on the student's financial aid.
By Kimberly Lankford • Published
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Using a 529 Plan to Pay for Private School
529 Plans Q. Can I use money in my daughter’s 529 college-savings plan to pay her private elementary school tuition?
By Eileen Ambrose • Published
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