529 Plans
Trusted insights, analysis and guides from the expert team at Kiplinger.
Latest
-
Grandparents: Now is the Time to Contribute to Your Grandkid's 529 Plans529 Plans With new changes to the FAFSA process, you can “superfund” their college savings – without affecting their financial aid status.
By Shane W. Cummings, CFP®, AIF®
529 Plans -
Thoughts Before Funding a 529 College Savings Plancollege Watching your college savings grow tax-free with a 529 college savings plan feels great, but failing to follow the rules could come with penalties and taxes that you’ll regret. To avoid that, take a moment to learn the basics.
By Roxanne Alexander, CFP®, CAIA, AIF®, ADPA®
college -
School’s Out for Summer … But Tuition Is Back in the FallPaying for College Giving the gift of education never goes out of style. Here are some different options for helping out the young person in your life.
By Kathleen Kenealy, CFP®, CPWA®
Paying for College -
States Boost 529 Plan Incentives529 Plans Many states provide a tax break for residents, and now they're offering matching contributions and other perks.
By Sandra Block
529 Plans -
How to Use a Grandparent’s 529 Account to Reimburse College Expenses529 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
529 Plans -
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
529 Plans -
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
529 Plans -
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
529 Plans -
529 Plans Aren’t Just for Kids529 Plans You don’t have to be college-age to use the money tax-free, but there are stipulations.
By Kimberly Lankford
529 Plans
