Complete Guide to 529 Plans

Savingforcollege.com's Family Guide to College Savings

Published April 16, 2024

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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.

The areas covered include: affording the college of your choice; 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; and putting your college savings plan together.

Written by 529 guru Joseph Hurley CPA, and updated by Savingforcollege VP Research & Development Kristen Kuchar, this guide is also perfect for investors looking to take advantage of the tax breaks available to families saving and paying for college.