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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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75% of college savers don't know how to invest their 529 savings
by Kathryn Flynn
When it comes to selecting investment options, many clients would benefit from the guidance of a financial advisor, read more:
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.
A few questions about rollovers
I did a rollover at the end of last year from a Coverdell to a 529 (it went from my Vanguard Coverdell account directly into my 529 plan. I never received the money). I have a couple of questions: 1) I received a 1099-Q. Does this transaction need to be reported anywhere on my taxes? 2) I believe I read that you can only do one rollover in a 12 month period. Is that from the date of the distribution?... Discuss
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