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529 plans
Get answers to questions about 529 college savings plans and prepaid plans, including ownership rules and the benefits of 529s over other savings vehicles. Newbies welcome!
1099 Q and Covid Related Recontributions
(5)
12/31/20 distribution mismatch
(3)
Checking Account Payable on Death to a 529
(2)
General Discussion
Post questions or tips that don't fit under other categories in General Discussion.
Welcome to the Savingforcollege.com forum
(1)
Problem linking 529 acct to SavingForCollege.com
(1)
Child graduated with money left in 529 but going to grad school, other child still undergrad
(11)
529 plan withdrawals
Share thoughts on withdrawal strategies and what happens when you take money out of a 529 plan.
Tracking cost for withdrawal
(4)
Does partial scholarship limit amount of 529 withdrawals for tuition
(2)
529 Plan Withdrawal for iPad after earlier withdrawal for laptop
(2)
Uncategorized
Paid too much for prepaid 529
(2)
Changing a non-qualified distribution to a qualified one
(4)
ESA Distribution then College Withdrawal
(1)
Taxes
A place to share techniques related to gift taxes and federal tax incentives targeted to education.
Tax questions on 529 scholarship exemption
(2)
Two students in college with qualified expenses
(6)
1099-T, 1099-Q - it's a mess
(11)
Custodial accounts
Discuss the rules regarding custodial accounts under UGMA/UTMA.
After finishing college, and starting my career, what happens to my 529 Account
(2)
Beneficiary now has GI bill funding
(3)
Custodian won't sign off on Fidelity UTMA account
(6)
Fees and expenses
Discuss the various fees charged to 529 account owners.
529 Plan: Fee Questions
(3)
Understanding mechanics of fees
(1)
Breakpoint Schedule info is incorrect - John Hancock Freedom 529
(1)
Parents
Where parents can share stories about the best ways to save and pay for college.
How did you get your kid through college?
(34)
With so many unknowns, how much to save for college?
(7)
What should we use to pay for college? Lucky to have many options
(1)
Site Feedback
Discussion about this site, its organization, how it works, and how we can improve it.
Defining Home Equity
(6)
Calculator report doesn't seem to be working
(9)
Bad question on Advisor Test
(2)
Financial aid
Get tips on filing the FAFSA and how savings can affect financial aid eligibility.
FAFSA Appeal for incorrect EFC
(7)
Determining Custodial Parent when 50-50 custody for FAFSA
(2)
Help with suggestions to buy a home!
(2)
Grandparents
A place to discuss strategies for grandparents who want to help pay for college.
Grandparent making multiple distributions
(11)
Lump sum contribution - Form 709 filing
(1)
Lump sum contribution; Form 709
(1)
College planning
Topics related to college admissions and how to prepare a child for a top school.
529 Plan Vs Florida Prepaid?
(1)
Saving for college calculation assumption question
(1)
529 Accounts and Merit Based Scholarships
(3)
Rewards credit cards
Discussions about how credit card rewards can help pay for college.
Rewards credit cards
(25)
529 Credit Card Rewards - qualify as contribution for state tax deduction?
(16)
Re: opinions on upromise
(30)
Roth IRA
Is a Roth IRA a good way to save for college?
Roth IRA distributions
(15)
529 vs. Roth IRA
(30)
Roth IRA vs 529
(23)
Financial professionals
Financial advisors, CPAs and other professionals can share tips and ask questions about college financing.
Commission-based planners watch out - you're next
(27)
Titling account to fund 529
(4)
Managing an account on your own vs. Broker
(52)
ABLE Accounts
Topics related to 529 ABLE accounts for individuals with special needs.
SSI Eligibility for Sibling in 529 Plan
(1)
Best state for 529a plans
(1)
529A ABLE account
(5)