Latest
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Use the 529 Grandparent Loophole To Maximize College Savings
Use the 529 grandparent loophole to fund a grandchild’s education without impacting their financial aid eligibility.
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Tax Tips for Transferring Excess 529 Plan Funds to Roth IRAs: The Tax Letter
The Tax Letter 529 plans can help blunt the cost of paying for college. But if you want to use leftover funds there are some tax tips to bear in mind.
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529 Plans: Everything You Need to Know About Saving for College
529 Plans 529 plans offer considerable convenience and potential tax savings when putting money aside for education. That said, there are still a range of rules you’ll need to know (and follow).
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Free (or Cheap) College for Retirees in All 50 States
retirement Whether it's to complete a degree, gain new knowledge or just for fun, retirees can collect their books and get on (back) to school in a most inexpensive way.
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Four Options for Saving for Your Newborn’s Future
Different types of accounts have different rules, but all serve the purpose of helping your child get a head start on their financial future.
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New College Program Gives Students Seed Money To Invest
A University of Kentucky program provides students with seed money to become better savers and investors.
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529 Plans: Give the Gift of Education (and Compounding)
As the cost of college tuition skyrockets, parents and grandparents can take advantage of tax-efficient 529 plans and higher limits on gift and estate taxes.
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529 Plan Contribution Deadlines
529 Plans Many states have year-end deadlines for making 529 college savings plan contributions.
529 Plans -
Gen X Parents: Saving for Retirement and College at the Same Time?
Saving for retirement and college at the same time is tough. As you prepare to send your kids to college, don’t neglect your nest egg.
