529 Plan Articles


What you can pay for with a 529 plan

by Martha Kortiak Mert
529 plans offer tax-free withdrawals when the funds are used to pay for qualified higher education expenses. In general, this includes costs of attending an eligible post-secondary educational institution. Starting January 1, 2018, this definition is expanded to include up to $10K per year in tuition for K-12 schools.
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New tax law brings big changes to 529 plans

by Kathryn Flynn
The Tax Cuts and Jobs Act includes a small provision that would allow 529 plans to be used for K-12 tuition, and allow rollovers into ABLE accounts.
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GOP bill would eliminate Coverdell ESAs and make 529s more flexible

by Kathryn Flynn
Learn how proposals included in the Tax Cuts and Jobs Act could change 529 plans and Coverdell ESAs, and how it might affect your college savings strategy.
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Celebrate College Savings Month!

A list of special events and promotions offered by states and 529 plans during College Savings Month.
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Finding the lowest-cost 529 savings plans

Savingforcollege.com's semi-annual 529 Fee Study compares the lowest and highest 10-year expense totals for all direct-sold 529 savings plans. The purpose of our study is to give you an easy way to view and compare these cost estimates.
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Where to start when choosing a 529 plan?

An important question to ask is whether you will invest in a 529 plan directly, or will you use a financial adviser? Your answer to this question will help narrow down your choices, as about half of all 529 plans are sold through brokers.
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