529 Plans
Trusted insights, analysis and guides from the expert team at Kiplinger.
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States Boost 529 Plan Incentives
529 Plans Many states provide a tax break for residents, and now they're offering matching contributions and other perks.
By Sandra Block Published
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How to Use a Grandparent’s 529 Account to Reimburse College Expenses
529 Plans Through timely withdrawals and good recordkeeping, a grandparent’s 529 college-savings plan can help families recoup money spent on college.
By Kaitlin Pitsker Published
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Raid the College Fund to Pay for K-12 Tuition?
529 Plans Before you start using your 529 plan to pay private-school tuition, check with your state’s plan.
By Kaitlin Pitsker Published
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Should You Supplement Your Traditional 529 with a Private 529 College Plan?
529 Plans There are a few reasons to consider this strategy. One is if you think your child might want to go to a private school one day, and another is if you like a sure thing rather than taking investment risks.
By Paul V. Sydlansky, CFP Published
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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
529 Plans