College Funds (529 Plan)

How do you plan to fund your children’s education? According to the 2017 Report from Sallie Mae, How America Pays for College, you are probably counting on scholarships and grants. Sallie Mae finds that reliance on scholarships/grants is the highest in a decade, while college savings is on the decline. Savings covers less than one-quarter
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According to Collegedata.com, the average annual cost of tuition and fees for the 2017-2018 school year was $9,970 at an average public college for in-state residents. Out-of-state collegians paid an average of $25,620, while those attending private colleges saw average bills of $34,740. Throw in a typical $10,000-$12,000 for housing and meals, another $1,200 for
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The 2017 Tax Cuts and Jobs Act will bring significant changes to individual taxpayers, but states will also be affected by some of the law’s provisions. The limitation on deductions for state and local taxes has grabbed the most headlines, because by definition, it affects taxpayers in states with high property values and high taxes
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Congratulations! You have saved for your child’s education using a state 529 plan and built up a decent nest egg to send him or her off to college with minimal financial worries. Once a choice of college is made, you can apply the 529 funds toward the educational costs — but beware of these mistakes
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529 plans are one of the best options available to save for your child’s college education. Named after a section of the tax code, 529 plans are state-operated savings plans that provide tax benefits as long as the money is used for qualified educational purposes. State 529 plans operate in a similar fashion to 401(k)
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College costs are spiraling to the point where a four-year major college education is approaching or exceeding the cost of your house. Like many Americans, you may not be able to foot the entire cost of a college education, but a prudent savings plan can reduce the amount of aid your child will have to
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529 plans are an excellent method to save for a college education. They are state-operated investment accounts that allow anyone to contribute after-tax dollars toward your child’s education. Earnings build up tax free, and remain so if they are used for qualified educational purposes. However, if funds are withdrawn for non-educational purposes, the earnings portion
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“Superfund” is the federal government’s program to clean up the nation’s uncontrolled hazardous waste sites. But superfunding a 529 plan isn’t about waste at all. Ironically, learning about superfunding will help your children to learn. 529 plans are very useful and flexible mechanisms for saving for college. They are state-operated investment accounts that let
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If you have spent any time speaking to a recent college grad, you’ve likely heard the grumbles. Spiraling college costs have wreaked havoc in their financial lives, with debt piled high before beginning their first job. The thought of grad school is often an unreachable dream, because there isn’t any money put aside for this,
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