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COLLEGE SAVINGS 101

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Which way?

Considering a 529 plan? Should you use an advisor, or do it yourself?

You can enroll in a 529 plan directly or through a financial advisor. There are benefits and costs associated with both approaches and you should be aware of these as you research which plan is right for you! Learn more...

 

Featured Articles

Check out the Hot Topics we have covered recently.

529 plans and their tax benefits are here to stay
College savers can now breathe a sigh of relief as the President plans to drop his proposal to eliminate tax-free withdrawals of 529 college savings plans.
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How 7 different assets can affect your financial aid eligibility
Are you planning on applying for financial aid? Before you fill out the FAFSA, remember that not all funds are created equal in determining your Expected Family Contribution. This slideshow explains the different effects that seven household assets can have on your financial aid eligibility.
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What you need to know about President Obama's 529 tax proposal
In light of President Obama's recent proposal to eliminate the federal tax benefits of 529 plans, here are the facts on the proposal as it currently stands, as well as some ideas on how you can take action against it.
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The President's backdoor plan to increase 529 savings
Reaction to President Obama's proposal to impose tax on qualified distributions from 529 savings accounts.
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10 reasons why president obama's proposal to reduce 529 benefits will NOT be enacted
President Obama's proposal to streamline education tax incentives calls for a rollback of the tax-free qualified withdrawals from 529 education savings plans that were enacted in 2001. Here are ten reasons why it's most likely that this proposal will not be enacted into law.
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5 ways to avoid student loans
If you want your teenager to go to college without taking student loans, itís important that you make a plan right now to prepare for that. Rachel Cruze explains a few ideas for how to get started.
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