529 Plan And Saving For College Statistics Here are the key 529 college savings plan statistics to know, including how much families have saved for college, where families are saving for college, the 529 plan rules by state, and more. We strive to keep this information updated regularly based on the latest data from the College […]
Search Results for: 529
529 Plan To Roth IRA Rollover Rules: What To Know
Most Americans now have the ability for a 529 plan to Roth IRA rollover. Here’s what you need to know and mistakes to avoid.
What Happens To A 529 Plan If The Account Owner Dies?
Are you the account owner or beneficiary of a 529 plan? If so, you’ll want to know more about what happens if the account owner dies. Learn more.
A Better Investment Strategy For 529 Plans
Find out how a delayed-onset investment glide path can be a better investment strategy for your 529 plan. Learn more.
Puerto Rico 529 Plan Rules And College Savings Options
Puerto Rico 529 Plan Rules And College Savings OptionsPuerto Rico doesn’t offer its own 529 plan. It also does not offer its own 529A Able Plan. If you live in Puerto Rico, there are still options for you to save for college. These programs are designed to help make college more affordable – so that you can […]
Washington DC 529 Plan Rules And College Savings Options
Washington DC 529 Plan Rules And College Savings OptionsWashington DC has a 529 plan called DC College Savings Plan that can help you save for college. The District of Columbia also has a 529 Able Plan as well. If you live in Washington DC, these might be good options for you to save for college. These programs […]
Can You Use A 529 Plan For SAT Prep?
SAT prep courses can get expensive quickly. Unfortunately, you cannot use a 529 plan to cover the cost. We explore more about this conundrum.
How To Use A 529 Plan For Estate Planning
Wondering if it would be beneficial to use a 529 plan for estate planning? We explain when that strategy could make sense and how to do it.
How Much Should You Have In A 529 Plan By Age
How much you should have in a 529 plan by age to save for college for your children, including high and low contributions for public and private school.
What Are The Best 529 Plans Based On Performance?
We explore a few 529 studies that compare the performance of each state’s 529 plan with a lower-cost, out-of-state plan.
How 529 Plans Work (In Simple Terms)
A 529 plan is an education savings account with federal tax benefits. The plans can be complicated, so we’ve broken down how 529 plans work into simple terms.