Complete Guide to 529 Plans
Savingforcollege.com's Family Guide to College Savings
Published January 24, 2022
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.
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