529 Plan

  1. College Tuition: 8 Mistakes Parents Should Avoid

    Here are 8 mistakes parents should avoid while saving for college tuition.
  2. New Parents Need a Financial Planning Checklist

    There are many areas of personal finance to consider throughout the journey of parenthood. ...
  3. 4 Smart 529 Plan Alternatives to Consider

    Learn about some alternatives to the popular college-saving 529 plan that may also ...
  4. College Funding Decisions: 529 and Custodial ...

    A look at the differences between custodial accounts and 529 plans, including which ...
  5. Why It Pays to Front Load Your 529 Plan

    If you can, take advantage of a little-known tax break and front load your 529 plan ...
  6. Should Parents Save Towards College or Retirement?

    Many parents are unsure about whether to save more for retirement or education for ...
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  1. Become Your Own Financial Advisor

    If you have some financial know-how, you don’t have to hire someone to advise you ...
  2. 529 Plan Tutorial

    This comprehensive guide goes through what a 529 plan is and how to set one up, contribute ...
  1. Can I roll a Traditional IRA into a 529 college account for my grandchild?

    The short answer: Not without paying taxes. But as with much of the tax code, there are various nuisances and exemptions ...
  2. What is the annual contribution limit for a 529A account?

    Learn about annual contribution limits to a 529A plan, which could help people with disabilities pay for expenses that maintain ...
  3. What are the risks involved in a banker's acceptance?

    Learn about the different kinds of college savings accounts, how they can benefit a college saver and how to open these savings ...
  4. Who benefits the most from prepaid expenses?

    Learn who benefits most when expenses are prepaid. Individuals and businesses often make payments, such as rent or insurance, ...
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