Check out the Hot Topics we have covered recently.
10 easy ways grandparents can help pay for college
Many grandparents want to leave an educational legacy by helping fund a grandchild's college education. Grandparents recognize the value of education, and want to see their children graduate without excessive student loan debt. Learn about 10 different ways a grandparent can help pay for college, and the pros and cons of each.Read more
Don't let a 529 plan penalty stop you from saving for college
If you don’t use the money in a 529 college savings plan to pay for college, you’ll have to pay a penalty. Should the prospect of paying a penalty dissuade you from using a 529 plan?Read more
How 7 different assets can affect your financial aid eligibility
Colleges and universities use the information from your FAFSA and federal tax return to calculate your Expected Family Contribution (EFC). However, not all funds are treated equal. The following slideshow explains the different effects that seven household assets can have on your financial aid eligibility.Read more
How the kiddie tax may affect your clientsSee more articles
The Kiddie Tax applies to a child's investment income from custodial accounts, over certain thresholds. Your clients may want to consider using their existing UGMA/UTMA account to fund a 529 plan. Because earnings grow tax-deferred, and can be withdrawn tax-free, they avoid the Kiddie Tax entirely.Read more
Looking for more info on any of these topics?
Q&A with 529 Guru: Joe Hurley
Specialist Joe Hurley answers your questions.
Search content from prior years.