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Latest 529 plan performance rankings

How is your 529 plan performing? Each quarter we analyze thousands of 529 portfolios. Here are our new rankings -- from top to bottom -- for one-year investment performance, three-year investment performance, five-year investment performance and 10-year investment performance. Read More


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Message Board

Do you get PA state tax deduction for non-dependent 529 contributions?
When our two daughters were in college my wife and I were eligible to contribute and deduct (PA stat...

Tax return and 529
Does a qualified distribution from a 529 plan appear anywhere on my federal income tax return? (1040...

Timing of GP 529 transfer to Parent 529 and UGMA/UTMA conversion
Our son is a high school senior and has assets of about $50K including around $45K in two different ...

Joe's Q & A

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