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!
Help figure out tradeoff between overfunding penalty and taxable investment
Eligible educational institutions list
Superfunding under maximum limit
Post questions or tips that don't fit under other categories in General Discussion.
Welcome to the Savingforcollege.com forum
UGMA 529 Plan - Funded by Uncle not Account Beneficiary
When to shift savings out of stocks (do it yourself age-based allocation)
529 can now be used to repay student loans
Limits on contributions
Okay to pay Spring Term 2020 off-campus rent in Dec. 2019 when due?
529 plan withdrawals
Share thoughts on withdrawal strategies and what happens when you take money out of a 529 plan.
Food reimbursable from 529?
Taking Qualified Withdrawals for 2018 in subsequent years
Is a forfeited college deposit a qualified 529 expense?
A place to share techniques related to gift taxes and federal tax incentives targeted to education.
Refund of tuition paid with 529 plan - college went bankrupt
Tax consequences for transferring account owners
Wanting to use AOTC after taking 529 withdrawal
Where parents can share stories about the best ways to save and pay for college.
With so many unknowns, how much to save for college?
How did you get your kid through college?
What should I do with my money?
Fees and expenses
Discuss the various fees charged to 529 account owners.
Can the beneficiary take a large deduction and put it in their personal account?
Best way leverage the NY tax deduction for a 529 plan
529 Plan: Fee Questions
Financial advisors, CPAs and other professionals can share tips and ask questions about college financing.
Commission-based planners watch out - you're next
Titling account to fund 529
Managing an account on your own vs. Broker
Discussion about this site, its organization, how it works, and how we can improve it.
Defining Home Equity
Calculator report doesn't seem to be working
Bad question on Advisor Test
Get tips on filing the FAFSA and how savings can affect financial aid eligibility.
FAFSA Appeal for incorrect EFC
Determining Custodial Parent when 50-50 custody for FAFSA
Help with suggestions to buy a home!
A place to discuss strategies for grandparents who want to help pay for college.
Grandparent making multiple distributions
Lump sum contribution - Form 709 filing
Lump sum contribution; Form 709
Topics related to college admissions and how to prepare a child for a top school.
529 Plan Vs Florida Prepaid?
Saving for college calculation assumption question
529 Accounts and Merit Based Scholarships
Rewards credit cards
Discussions about how credit card rewards can help pay for college.
Rewards credit cards
529 Credit Card Rewards - qualify as contribution for state tax deduction?
Re: opinions on upromise
Discuss the rules regarding custodial accounts under UGMA/UTMA.
Cannot deposit check taken from UTMA account?
Custodial 529 plan. What kind of account transfers to minor at 21?
UGMA/UTMA 529 Withdrawal Rules
Is a Roth IRA a good way to save for college?
Roth IRA distributions
529 vs. Roth IRA
Roth IRA vs 529
Topics related to 529 ABLE accounts for individuals with special needs.
SSI Eligibility for Sibling in 529 Plan
Best state for 529a plans
529A ABLE account