COLLEGE SAVINGS 101
Grandparents
![]() |
5 types of students who benefit from 529 plansNo matter what "type" of student you’re saving for, a 529 plan can be an excellent way to plan for college expenses. Click through our slideshow to see how a variety of students can each benefit from a 529 plan. | 529 plan | | slideshow | | scholarships | | qualified expenses | | financial aid | | grandparents | | paying for college | | college costs | |
![]() |
Eight reasons why grandparents love 529 plansIf you’re a grandparent there are a variety of different ways you can help pay for college. Here are eight reasons why we think saving with a 529 plan could be your best bet. | 529 plan | | grandparents | | saving for college | | college planning | | tax benefits | | estate planning | | financial planning | | investment | | | |
![]() |
[INFOGRAPHIC] Top Misconceptions About College Savings: Do You Know the Answers?Our annual survey revealed that many families are still confused about how 529 plans work. Learn about the biggest misconceptions. | Annual Survey | | College Savings | | Grandparents | |
![]() |
The 25 best 529 plan questions of 2014Is opening a 529 plan one of your New Year's resolutions? Here's a list of some of the most commonly-asked 529 questions (and their answers!) to help you stick to your goal. | Best 529 plan | | saving for college | | choosing a 529 plan | | 529 plan withdrawals | | financial aid | | grandparents | | 529 plan performance | | estate planning | |
![]() |
[PODCAST] How to give a gift of college savingsHappy holidays! In this new podcast, Joe Hurley and Kathryn Flynn discuss why a contribution to a 529 plan can be a more meaningful gift for a child than a toy or cash. | podcast | | college savings | | 529 plan | | holiday | | 529 plan contribution | | paying for college | | saving for college | | grandparents | |
![]() |
College: The Ultimate Gift Idea This Holiday SeasonGrandparents Can Help Fill the College Savings Void | Gift IDeas | | 529 Plan | | Grandparents | | Survey | | Fidelity | |
![]() |
5 reasons to keep your 529 plan open during collegeEven if there's only a small balance left in your 529 plan after paying your tuition bills, it's usually a smart idea to keep the plan up and running. Learn why. | 529 plan | | paying for college | | 529 plan withdrawals | | qualified expenses | | cost of attendance | | grandparents | | tax benefits | |
![]() |
A top college savings resource for grandparentsThere are a number of different ways for grandparents to help save for college, yet for many the process can seem overwhelming. Here's an overview of the college savings resources we have available to help grandparents ensure their grandchildren have the best chance for success. | grandparents | | saving for college | | 529 plans | | tax benefits | | gift tax | | investment | | | |
![]() |
For many college hopefuls, grandparents coming to the rescueParents strategizing to cover the cost of college may not have to look very far for an additional helping hand. One group of advocates is stepping up to help save for college and providing significant support: grandparents. | grandparents | | saving for college | | paying for college | | cost of college | |
![]() |
Congratulations to our 529 Day winner: Another great success!This May 29th, affectionately known to the industry as 529 Day, was especially memorable for Rochelle Blee, the winner of our 529 Day celebration giveaway. | 529 day | | webcast | | college savings | | 529 plan | | grandparents | | estate planning | | college planning | |
![]() |
10 reasons to give the gift of college educationLooking for the perfect gift? Whether you are shopping for a kindergartener, eighth grader or even a high school student, here are 10 reasons why a contribution to a college savings fund will always be appreciated. | 529 plans | | college savings | | graduation | | graduation gift | | 529 plan contribution | | state tax benefits | | grandparents | |
![]() |
Truth be told - Common 529 plan misconceptionsThe results of our Annual College Savings Survey show that there are still many people who are unclear about the functionality of 529 plans. In this post, we discuss six common misconceptions and reveal the correct answers to help clear up some of the confusion. | 529 plan | | 529 plans | | college savings | | parents | | grandparents | | myths | | financial aid | | scholarships | | tax deductions | |
![]() |
Annual College Savings Survey results: All that you can leave behindAs college costs in America rise faster than the rate of inflation and total student loan debt surpasses $1 trillion, more relatives are exploring the idea of helping pay tuition for grandchildren, nieces and nephews. | 529 | | 529 plans | | grandparents | | pay for college | | save for college | | student loans | | financial aid | | required minimum distributions | | college savings survey | |
![]() |
The 529 plan Pot O' Gold is growing!Many future college students should be feeling lucky this St. Patrick’s Day. A recent report announced that total investments in 529 college savings plans hit a record level of $227 billion. However, families still have a long way to get to the end of the rainbow. | 529 plan | | 529 plans | | college savings | | st. patricks day | | 529 plan assets | | college costs | | higher education | | grandparents | | 529 plan contributions | |
![]() |
The Bank of Grandma and Grandpa - New video featuring our very own Joe Hurley!In the following video Joseph Hurley, Founder of Savingforcollege.com, explains the different ways Grandparents can assist with paying for tuition, taking issues like financial aid and taxes into consideration. | grandparents | | saving for college | | 529 plans | | financial aid | | gift tax | | college | | college savings | |
Financial Professionals
Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
State | Plan Name | |
---|---|---|
1 | Indiana | CollegeChoice 529 Direct Savings Plan |
2 | West Virginia | SMART529 WV Direct College Savings Plan |
3 | Delaware | Delaware College Investment Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
State | Plan Name | |
---|---|---|
1 | Indiana | CollegeChoice 529 Direct Savings Plan |
2 | New York | New York's 529 College Savings Program -- Direct Plan |
3 | West Virginia | SMART529 WV Direct College Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
State | Plan Name | |
---|---|---|
1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
2 | West Virginia | SMART529 WV Direct College Savings Plan |
3 | Delaware | Delaware College Investment Plan |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
State | Plan Name | |
---|---|---|
1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
2 | New York | New York's 529 College Savings Program -- Direct Plan |
3 | Indiana | CollegeChoice 529 Direct Savings Plan |