College Planning

How to Make Sure Your Grandchild’s 529 Plan is Used for College

A 529 plan account owner, not the beneficiary, controls the assets in the 529 plan account and may not use the funds for their intended purpose. Grandparents who are concerned about contributing to a parent-owned 529 plan may consider opening a 529 plan in their own name or opening a custodial 529 plan for their grandchild.

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Tools & Calculators

Savings vs Loans calculator

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