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!
Rollover Or Transfer?
Who pays the penalty on FBO excess distributions?
Does UPromise transfer to 529 count against annual gift tax exclusion?
Michigan Tax Deduction
Is this a qualified withdrawal
Qualified Transportation Costs
529 plan withdrawals
Share thoughts on withdrawal strategies and what happens when you take money out of a 529 plan.
Room and Board Qualified for 529?
Can we make a qualified 529 withdrawal for tuition that is paid by a student loan?
Likelihood of Tax Audits
A place to share techniques related to gift taxes and federal tax incentives targeted to education.
Multiple Accounts Aggregation Requirement
Kiddie tax on a non qualified distribution to the beneficiary
529 Withdrawal due to Scholarship
Post questions or tips that don't fit under other categories in General Discussion.
Welcome to the Savingforcollege.com forum
Coverdell to 529 rollover to take advantage of Secure 2.0 Roth conversion
SfC's Rating System Deferral
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
Fees and expenses
Discuss the various fees charged to 529 account owners.
529 Plan: Fee Questions
Understanding mechanics of fees
Breakpoint Schedule info is incorrect - John Hancock Freedom 529
Get tips on filing the FAFSA and how savings can affect financial aid eligibility.
Rented out my only house
Do I have to report a home I own, that I do not live in?
FAFSA Appeal for incorrect EFC
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
Grandparent making multiple distributions
Lump sum contribution - Form 709 filing
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
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.
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
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