Changing a non-qualified distribution to a qualified one
ESA Distribution then College Withdrawal
Covid 19 related
A place to share techniques related to gift taxes and federal tax incentives targeted to education.
Two students in college with qualified expenses
1099-T, 1099-Q - it's a mess
Confused about 529 withdrawal and reporting taxes for AOTC
Post questions or tips that don't fit under other categories in General Discussion.
Welcome to the Savingforcollege.com forum
Child graduated with money left in 529 but going to grad school, other child still undergrad
Cash, 529, loan: pro and con
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!
Room and Meal Plan Refund during COVID19 semester
529 plans for dual citizen, USA and New Zealand
Confused: in-state vs out-of-state vs combining 529s? advice please!
529 plan withdrawals
Share thoughts on withdrawal strategies and what happens when you take money out of a 529 plan.
529 plan reimbursement for meals at home during college distance learning period
Covid 19 online classes room and board
Using 529 money to pay off student loan
Discuss the rules regarding custodial accounts under UGMA/UTMA.
After finishing college, and starting my career, what happens to my 529 Account
Beneficiary now has GI bill funding
Custodian won't sign off on Fidelity UTMA account
Fees and expenses
Discuss the various fees charged to 529 account owners.
Understanding mechanics of fees
Breakpoint Schedule info is incorrect - John Hancock Freedom 529
Can the beneficiary take a large deduction and put it in their personal account?
Where parents can share stories about the best ways to save and pay for college.
How did you get your kid through college?
With so many unknowns, how much to save for college?
What should we use to pay for college? Lucky to have many options
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
Is a Roth IRA a good way to save for college?
Roth IRA distributions
529 vs. Roth IRA
Roth IRA vs 529
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
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