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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.

Coverdell ESA versus 529 Plan
Although it has been around since 1998--when it was called the Education IRA--the ESA has long been overshadowed by the 529 plan. Well, its time may have come.
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Oops, I withdrew too much 529 money!
I frequently receive questions about the consequences of tuition refunds or credits after 529 funds have been used to pay the expenses. Will there be tax and penalty to pay?
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10 things you need to know about getting scholarships
When students are searching for scholarships, they must keep the following 10 things in mind to save time and reduce frustration.
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It Pays to Start Saving: 5 Ways to Get Started Now
Saving 100% of what you need for college may be difficult, any savings will open options and reduce the need to take on student debt.
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The 10 states with the fastest rising college tuition
Tuition prices have been rising across the country, but some states have experienced sharper increases than others. If you're planning to send your child to one of the following ten states, you might want to consider increasing your 529 plan contributions.
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529 Day Webcast - Meet the experts
Don't miss our 529 Day Webcast taking place on May 29th! Learn more about the panel of leading industry experts who will be answering your college savings questions.
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