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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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FAQ on 529 investment changes
The IRS permits only one investment change within a beneficiary's 529 account in any calendar year. Here are some answers to frequently-asked questions regarding this limitation.
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5 reasons to keep your 529 plan open during college
Even if there's only a small balance left in your 529 plan after paying your tuition bills, it's usually a smart idea to keep the plan up and running. Learn why.
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Be the Quarterback of Your College Savings Team
Steps to help accelerate college savings plan.
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15 freaky facts about financial aid eligibility
Feeling overwhelmed by the process of applying for financial aid? Fear not! These fifteen facts can help you determine how much financial aid you may be eligible for.
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[INFOGRAPHIC] College Savings Month Survey results
This year's College Savings Month survey revealed what factors families feel are most important when choosing a 529 plan. View our new infographic to see a summary of the findings.
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