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General Discussion
Post questions or tips that don't fit under other categories in General Discussion.
Welcome to the Savingforcollege.com forum
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Coverdell to 529 rollover to take advantage of Secure 2.0 Roth conversion
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SfC's Rating System Deferral
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Uncategorized
Qualified Transportation Costs
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Independent student's income and financial aid
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Plain tickets for semester study abroad
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529 plan withdrawals
Share thoughts on withdrawal strategies and what happens when you take money out of a 529 plan.
Can we make a qualified 529 withdrawal for tuition that is paid by a student loan?
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Likelihood of Tax Audits
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Is spending up to COA $, regardless of category allowed?
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Taxes
A place to share techniques related to gift taxes and federal tax incentives targeted to education.
Multiple Accounts Aggregation Requirement
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Kiddie tax on a non qualified distribution to the beneficiary
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529 Withdrawal due to Scholarship
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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!
Who pays the penalty on FBO excess distributions?
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Does UPromise transfer to 529 count against annual gift tax exclusion?
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How on earth do student loans not count as a qualified higher education distribution form the 529?
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Site Feedback
Discussion about this site, its organization, how it works, and how we can improve it.
Defining Home Equity
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Calculator report doesn't seem to be working
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Bad question on Advisor Test
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Fees and expenses
Discuss the various fees charged to 529 account owners.
529 Plan: Fee Questions
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Understanding mechanics of fees
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Breakpoint Schedule info is incorrect - John Hancock Freedom 529
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Financial aid
Get tips on filing the FAFSA and how savings can affect financial aid eligibility.
Rented out my only house
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Do I have to report a home I own, that I do not live in?
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FAFSA Appeal for incorrect EFC
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Grandparents
A place to discuss strategies for grandparents who want to help pay for college.
Impact on financial aid of paying net cost with gift money
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Grandparent making multiple distributions
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Lump sum contribution - Form 709 filing
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Parents
Where parents can share stories about the best ways to save and pay for college.
How did you get your kid through college?
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With so many unknowns, how much to save for college?
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What should we use to pay for college? Lucky to have many options
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College planning
Topics related to college admissions and how to prepare a child for a top school.
529 Plan Vs Florida Prepaid?
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Saving for college calculation assumption question
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529 Accounts and Merit Based Scholarships
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Rewards credit cards
Discussions about how credit card rewards can help pay for college.
Rewards credit cards
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529 Credit Card Rewards - qualify as contribution for state tax deduction?
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Re: opinions on upromise
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Custodial accounts
Discuss the rules regarding custodial accounts under UGMA/UTMA.
After finishing college, and starting my career, what happens to my 529 Account
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Beneficiary now has GI bill funding
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Custodian won't sign off on Fidelity UTMA account
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Roth IRA
Is a Roth IRA a good way to save for college?
Roth IRA distributions
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529 vs. Roth IRA
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Roth IRA vs 529
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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
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Titling account to fund 529
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Managing an account on your own vs. Broker
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ABLE Accounts
Topics related to 529 ABLE accounts for individuals with special needs.
SSI Eligibility for Sibling in 529 Plan
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Best state for 529a plans
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529A ABLE account
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