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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?
(9)
Indirect roll over - tax
(2)
Timing of withdrawal - Off Campus Housing vs. On Campus COA
(15)
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!
American funds vs Vanguard (Nevada)
(6)
Using 529 for fees at public schools
(2)
529 Swap Proposal
(2)
General Discussion
Post questions or tips that don't fit under other categories in General Discussion.
Welcome to the Savingforcollege.com forum
(1)
Texas Tomorrow Pre-Paid funds
(1)
Giving a gift certificate to an existing 529 plan
(3)
Uncategorized
Room and Board for Study Abroad
(3)
529 use for K12 Between States with Different Rules
(1)
529 question that the account is in grandparent name and financial aid
(6)
Taxes
A place to share techniques related to gift taxes and federal tax incentives targeted to education.
Taxes on 529 withdrawal due to scholarship
(17)
Dependent/529 beneficiary need to file return for non-qual 529 dsitributions?
(11)
Dependent needs to file return for non-qualified 529 plan distributions?
(2)
Financial aid
Get tips on filing the FAFSA and how savings can affect financial aid eligibility.
FAFSA Appeal for incorrect EFC
(7)
Determining Custodial Parent when 50-50 custody for FAFSA
(2)
Help with suggestions to buy a home!
(2)
Grandparents
A place to discuss strategies for grandparents who want to help pay for college.
What does the this mean
(2)
If estate is <$11 million do I need multiple accounts?
(1)
Tax consequence of changing ownership of 529 from Grandparent to Parent
(1)
Custodial accounts
Discuss the rules regarding custodial accounts under UGMA/UTMA.
Custodial 529 plan. What kind of account transfers to minor at 21?
(3)
UGMA/UTMA 529 Withdrawal Rules
(2)
Switch from a ugma account to a 529 plan
(20)
Fees and expenses
Discuss the various fees charged to 529 account owners.
Best way leverage the NY tax deduction for a 529 plan
(2)
529 Plan: Fee Questions
(3)
Rock Bottom Fees
(69)
College planning
Topics related to college admissions and how to prepare a child for a top school.
529 Plan Vs Florida Prepaid?
(1)
Saving for college calculation assumption question
(1)
529 Accounts and Merit Based Scholarships
(3)
Site Feedback
Discussion about this site, its organization, how it works, and how we can improve it.
Defining Home Equity
(6)
Calculator report doesn't seem to be working
(9)
Bad question on Advisor Test
(2)
Parents
Where parents can share stories about the best ways to save and pay for college.
Can parents and granparents superfund a 529 plan for same child in same year resulting in $140k contribution?
(2)
Tracking expenses
(2)
How did you get your kid through college?
(28)
Rewards credit cards
Discussions about how credit card rewards can help pay for college.
Rewards credit cards
(25)
529 Credit Card Rewards - qualify as contribution for state tax deduction?
(16)
Re: opinions on upromise
(30)
Roth IRA
Is a Roth IRA a good way to save for college?
Roth IRA distributions
(15)
529 vs. Roth IRA
(30)
Roth IRA vs 529
(23)
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
(26)
Managing an account on your own vs. Broker
(52)
Buy A shares or B?
(23)
ABLE Accounts
Topics related to 529 ABLE accounts for individuals with special needs.
529A ABLE account
(5)
