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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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Counting Scholarship as earned income to get AOTC?
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When to shift savings out of stocks (do it yourself age-based allocation)
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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!
Living off campus expenses and when money is needed
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529 & student loans
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Can I use a 529 for online classes AND room and board?
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529 plan withdrawals
Share thoughts on withdrawal strategies and what happens when you take money out of a 529 plan.
Scholarship withdrawal from 529 tax free
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2018 1098-T doesn't show tuition waiver as scholarship
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Updates or changes to this article?
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Taxes
A place to share techniques related to gift taxes and federal tax incentives targeted to education.
Trying to determine if I can claim son as dependent
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529 plan and dependent status
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I was issued a 1099 for a qualified withdrawal from my 529; how do I report this on my tax return?
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Uncategorized
Best strategy for maximizing FASFA
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Are required test that student has to pay for covered by 529 plan?
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Applying Coverell ESA to Boarding High School in Canada
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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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Can parents and granparents superfund a 529 plan for same child in same year resulting in $140k contribution?
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Tracking expenses
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Grandparents
A place to discuss strategies for grandparents who want to help pay for college.
Grandparent making multiple distributions
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Lump sum contribution - Form 709 filing
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Lump sum contribution; Form 709
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Financial professionals
Financial advisors, CPAs and other professionals can share tips and ask questions about college financing.
Titling account to fund 529
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Commission-based planners watch out - you're next
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Managing an account on your own vs. Broker
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Custodial accounts
Discuss the rules regarding custodial accounts under UGMA/UTMA.
Cannot deposit check taken from UTMA account?
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Custodial 529 plan. What kind of account transfers to minor at 21?
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UGMA/UTMA 529 Withdrawal Rules
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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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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.
Best way leverage the NY tax deduction for a 529 plan
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529 Plan: Fee Questions
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Rock Bottom Fees
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Financial aid
Get tips on filing the FAFSA and how savings can affect financial aid eligibility.
FAFSA Appeal for incorrect EFC
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Determining Custodial Parent when 50-50 custody for FAFSA
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Help with suggestions to buy a home!
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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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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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