Maximizing 529 Plan Benefits
Actionable tips for families to maximize 529 plans—before, during, and after college—while avoiding costly missteps.
Managing QTPs: Tax Strategies and Pitfalls Every Family Should Know
Learn how to manage 529 plan distributions with tax efficiency. This guide covers QTP contribution rules, qualified expenses, 1099-Q forms, and common pitfalls in college financial planning.
How QTPs Work: Contributions, Investments, and Distributions
Learn how to maximize your 529 plan with smart contribution strategies, investment options, and tax-free distributions. This guide supports your college financial planning and saving for college goals.
529 Showdown: Prepaid Tuition vs. College Savings Plans—Which Is Right for Your Family?
Compare prepaid tuition and college savings 529 plans in this college planning guide. Learn how each option supports your family’s college financial planning, saving for college, and long-term funding goals.
529 Plans vs. Retirement Accounts: Which Should You Tap for College Expenses?
Should you use a 529 plan or tap into retirement accounts to pay for college? Learn the pros and cons of each strategy and make a smart choice for your family’s future.
Are Higher Ed Expenses Tax Deductible? A Quick Reminder for Parents
College planning has many facets, one of which is tax implications. Learn how to financially support a child’s education while avoiding tax pitfalls. Explore qualified expenses, tax credits, and savings options like 529 plans and Coverdell ESAs.
College Financial Planning: It’s Never Too Late
Discover essential strategies for late-stage college financial planning in our latest blog. Learn how parents of teens and college-aged students can navigate tuition costs and explore ways to minimize student debt. It's never too late to plan—start now to ease the financial burden of college.
Catch-Up Game: Smart Saving Strategies for Late Starters on College Funds
It's never too late to start saving for college. Discover effective strategies for late starters to quickly catch up and build a substantial college fund.