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The 529 Community

What's going on in the world of 529 college savings plans?

Stay up-to-date by reading our latest blog posts, find out how others are utilizing 529 plans by viewing the most current polls and College Savings Survey data, and connect through our Message Board to find all the answers to your questions.


529 Q & A

Most frequently asked investment questions about 529 Plans. See if your Question is answered.

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Latest Blogs

Top Ten Direct-Sold 529 Plans*

by Kathryn Flynn
The highly-anticipated 529 plan rankings are here! This slideshow features our most recent top ten list of direct-sold 529 plans for one-year investment performance. *Three-year performance rankings as of 09/30/15

Annual College Savings Survey

We conduct this survey annually to shed light on the college savings behavior of parents and grandparents, with a particular focus on usage of and beliefs about 529 college savings plans.

Message Board

Withdrawing 529 funds - nondependent with loans
It is my understanding that I can withdraw funds from the 529 account that I have set up for my son against student loans that have been incurred in the same year. He has taken out loans of $20,000 this year so I assume I can withdraw $20,000 from the 529 I have set up with him as the beneficiary? Is the true? If so, what documentation do I need for tax purposes that the money was withdrawn in the same year as the loan for college expenses? One more question. For the first time, my son is no longer my dependent for tax return purposes. Does this affect my ability to withdraw this 529 money? Discuss

Community Resources

Investor Polls

Do you think that allowing tax-free rollovers of unused 529 plan funds into a Roth IRA would be a good idea?

See results of previous polls


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