A place to share techniques related to gift taxes and federal tax incentives targeted to education.
TurboTax problems with Education expenses and credits
Taxes on scholarships?
Can I still qualify for AOTC?
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!
Can 529 funds be used for tutoring expenses?
Illinois Taxation of Out-of-State 529 Withdrawals
529 Beneficiary Change to cousin
529 qualified and non-qualified withdrawals
Two 529 plans for same benficiary
529 Plan for 8 year twins
Where parents can share stories about the best ways to save and pay for college.
How did you get your kid through college?
Can parents and granparents superfund a 529 plan for same child in same year resulting in $140k contribution?
Post questions or tips that don't fit under other categories in General Discussion.
Welcome to the Savingforcollege.com forum
Maximum aggregate contribution to 529 plan
Two different contributions to the same 529 plan - can it be done?
529 plan withdrawals
Share thoughts on withdrawal strategies and what happens when you take money out of a 529 plan.
Using 529 to Pay for K-12 Tuition in California?
Indirect roll over - tax
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.
Lump sum contribution - Form 709 filing
Lump sum contribution; Form 709
Lump sum contribution to 529 and medicaid look back
Discuss the rules regarding custodial accounts under UGMA/UTMA.
Custodial 529 plan. What kind of account transfers to minor at 21?
UGMA/UTMA 529 Withdrawal Rules
Switch from a ugma account to a 529 plan
Fees and expenses
Discuss the various fees charged to 529 account owners.
Best way leverage the NY tax deduction for a 529 plan
529 Plan: Fee Questions
Rock Bottom Fees
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
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
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
Managing an account on your own vs. Broker
Buy A shares or B?
Topics related to 529 ABLE accounts for individuals with special needs.
529A ABLE account