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!
States implementing the 10k per year rule
Beneficiary - Step Nephew transfer
How to Treat Scholarship Refund
Any other expenses?
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?
Post questions or tips that don't fit under other categories in General Discussion.
Welcome to the Savingforcollege.com forum
Application Fees - 529able?
529 monies & paying for college applications
529 plan withdrawals
Share thoughts on withdrawal strategies and what happens when you take money out of a 529 plan.
Utah 529 for NYC K-12; Live in Virginia
Scholarship withdrawal from 529 tax free
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
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!
Discuss the rules regarding custodial accounts under UGMA/UTMA.
Cannot deposit check taken from UTMA account?
Custodial 529 plan. What kind of account transfers to minor at 21?
UGMA/UTMA 529 Withdrawal Rules
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
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?
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
Topics related to 529 ABLE accounts for individuals with special needs.
Best state for 529a plans
529A ABLE account
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?