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Savingforcollege.com's Family Guide to College Savings
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The U.Fund College Investing Plan is Massachusetts' 529 college savings plan, offered by MEFA and managed by Fidelity. The plan offers several investment options and any earnings grow federal and state income tax-deferred. Qualified withdrawals are income tax-free and can be used for tuition, books, and other education-related expenses at most accredited two- and four-year colleges and universities, U.S. vocational-technical schools, and eligible foreign institutions.
If you or the designated beneficiary is not a Massachusetts resident, you may want to consider, before investing, whether your state or the designated beneficiary's home state offers its residents a plan with alternate state tax advantages or other benefits.
Units of the Portfolios are municipal securities and may be subject to market volatility and fluctuation.
Please carefully consider the Plan's investment objectives, risks, charges and expenses before investing. For this and other information on any 529 College Savings Plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view online. Read it carefully before you invest or send money.
About the Guide
Written for the individual investor, this guide explores the planning and savings options available to families that are saving for a child's college education.
Whether you are a new parent looking to get a head start on saving for your child's education or a grandparent wishing to help your grandkids afford their dream college, this is the PERFECT starting place to learn how to create the best savings strategy for you.
The guide covers these important topics:
- Affording the college of your choice
- College planning vs. retirement planning
- Comparing college savings alternatives such as 529 plans, Coverdell education savings accounts, UGMA/UTMA accounts, and taxable investment accounts
- Transferring assets between accounts
- Financial aid considerations
- Putting your college savings plan together.
Also included in the Family Guide is a comprehensive chart that compares the different aspects of 529 plans with other college savings alternatives. This makes a great quick-reference tool to research the different options side-by-side.