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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


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Will you spend too much this 4th of July? Depends on where you celebrate.

by Kathryn Flynn
According to Wallethub, the average household is expected to spend around $346.50 on Independence Day this year. Costs will add up quickly, especially if you plan on traveling. Here is a list of the best (and worst) cities to celebrate the 4th of July this year.

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

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

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