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529 Plan

This vibrant, hand-drawn illustration depicts a collection of school-related items scattered across a light blue background, symbolizing various aspects of education and learning. Prominently featured are a yellow school bus, an open red textbook with "MATH" written on it, a green "LUNCH" box, a yellow backpack, a large yellow pencil, a globe, a yellow notebook labeled "NOTES," a calculator, and a red "A+" block. Other elements include a laptop showing a document, eyeglasses, and several small arrows and stars, with "THE COLLEGE INVESTOR" logo partially visible in the bottom left. The image contextually supports the article about Backer and 529 college savings plans by visually representing the educational journey and the financial preparations needed, emphasizing that the platform helps families save for college and other educational expenses, making it easier for friends and family to contribute to a child's future.
November 26, 2021

Backer Review: 529 Plans The Easy Way

Read this Backer review to see how you might get help in opening a 529 plan, lowering fund fees, and reducing risk.

This vibrant, flat-design illustration depicts a young woman with long, flowing blue hair wearing a red top, actively engaged with a silver laptop. She is surrounded by various educational and financial planning symbols against a clean, white background that subtly fades to a light gray. To her left, a red-handled magnifying glass suggests research and scrutiny, while a golden fountain pen poised for writing emphasizes the importance of documentation or signing. Above her, a red and yellow drafting compass symbolizes precision and planning, crucial for financial strategies like those involved with Coverdell Education Savings Plans. To her right, a navy blue graduation cap with a golden tassel sits atop a rolled diploma, representing the ultimate goal of higher education. Below these, a yellow notepad with a red spiral binding and a blue pencil further highlight the preparation and saving for college and K-12 expenses discussed in the article. In the bottom left corner, the logo for "The College Investor" is prominently displayed in red and white. The overall image visually reinforces the themes of diligent saving, careful planning, and educational attainment pertinent to understanding Coverdell Education Savings Accounts.
July 1, 2021

Coverdell Education Savings Accounts (ESAs): Are They Worth It?

Coverdell ESAs are less popular than 529 plans but have some advantages over them when saving for K-12 expenses. Learn their pros and cons!

Gift Of College
March 11, 2021

Gift Of College Review: 529 Plan Or Student Loan Gift Cards

Gift Of College is a gift registry that makes it easy to accept 529 plan contributions or student loan payments from family and friends.

This image displays various education-related icons organized into two rows, illustrating the concept of "Rollovers & Transfers Pros and Cons" for 529 plans, as highlighted by the bold red text at the top. The top row features three distinct scenarios: a desk with a laptop and documents suggesting academic work, a graduation cap symbolizing higher education, and a stack of books with the Union Jack flag, possibly indicating international study or diverse educational options. The bottom row showcases three more icons: a stack of colorful textbooks next to an open laptop displaying "529," reinforcing the financial planning aspect; a pile of books with purple headphones, representing online learning or audio resources; and another stack of books resting on a tablet, signifying digital educational materials. The overall image contextually supports an article discussing the benefits and potential downsides of transferring or rolling over 529 college savings plans, addressing concerns like high fees, website navigation issues, or reallocating funds if a child forgoes college.
December 2, 2020

529 Plan Rollovers And Transfers: Pros And Cons

We break down all the benefits of 529 plan rollovers and transfers as well as a few potential downsides you’ll want to watch out for.

Upromise
July 21, 2020

Upromise Review: Earn Rewards To Boost Your College Savings

Upromise offers a shopping rewards program, a Mastercard, and savings tools that are all designed to help you save more for college.

An illustrative, wide shot depicts a stately, symmetrical red brick college campus building with white trim, numerous windows, and several dormer windows on its grey roof, centered against a clear blue sky. Two prominent white-columned entrances flank a slightly recessed central section of the building. In front of the building, several trees with orange and green foliage are neatly spaced across a green lawn, which is bisected by a dark grey pathway or road leading into the foreground. In the bottom left corner, the words "THE COLLEGE INVESTOR" are prominently displayed in white, bold, sans-serif capitalization, connecting the image directly to the article's focus on college savings and investment strategies, such as UNest's UTMA accounts and 529 plans.
April 16, 2020

UNest Review: Save And Invest For Your Kids

UNest is an app that makes it easy to invest in a 529 college savings plan with low minimum investment amounts and reasonable fees.

529 Plan To Study Abroad
June 12, 2017

How To Use A 529 To Pay For School Abroad?

If your child wants to study abroad but you’re worried about paying for college overseas, a 529 may help cover qualified expenses.

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529 Plan

Saving For College Tools

>  Backer (recommended)
>  Upromise (recommended)
>  EarlyBird

More On 529 Plans

  • 529 Plan And College Savings Statistics
  • 529 Plans: The Ultimate Guide To College Savings Plans
  • 529 Plan Contribution Limits For 2026
  • How Much Should You Have In A 529 Plan By Age
  • Can You Use A 529 Plan To Pay Student Loans?
  • How Does A 529 Plan Affect Your Financial Aid And FAFSA?
  • Qualified Expenses For A 529 Plan
  • 529 Plan Rollovers And Transfers: Pros And Cons

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  • FAFSA Deadline For Financial Aid In 2025-2026

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