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Are there Estate Tax Benefits for 529 Plans?

If you are considering establishing a 529 college savings plan to finance a child’s higher education, then you may be wo...

Can I Have 529 Plans from Multiple States?

If you are evaluating 529 college savings plans to save money for a child’s higher education, then you may be wondering ...

Can a 529 Plan Be Used to Pay for Room and Board?

What is a 529 Plan?

Can I Use My 529 Plan for K-12 Expenses?

If you’re a parent saving for college, you may be using a 529 college savings plan. These plans, also known as Qualified...

To Whom Can I Transfer the Money in a 529 Plan?

A 529 plan, which includes both 529 college savings plans and 529 prepaid plans, allow individuals to contribute money t...

Where can You Use a 529 Plan?

While most people think of a 529 plan when applying to a college or university, the truth is that you can use a 529 plan...

Common Misconceptions About 529 Plans

There are a variety of ways you can save for college including 529 plans, Coverdell Education Savings Accounts, and UGMA...

What is a 529 Prepaid Plan?

What is a 529 Prepaid Plan?

Comparing 529 College Savings Plans and Coverdell Education Savings Accounts

Both the 529 college savings plan and Coverdell Education Savings Account are tax-advantaged investment accounts that he...

Comparing a 529 Plan and a UGMA/UTMA Account

Many parents set aside money for their child’s future, whether it’s for education or personal expenses. If you’re saving...

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