05 Mar When a 529 Plan beneficiary dies
The penalty for a non-qualified withdrawal is waived in the case of death....
25 Feb Giving college money to kid after you divorce, and the tax burden
If you don't stay within certain rules, a money transfer can cost a lot in taxes. ...
24 Feb My son isn’t going to college. What happens to the money I saved?
If your child doesn't go to college, there are different rules for your savings, depending on the kinds of accounts in which you've saved. ...
12 Feb Affording a larger home while saving for college
Buying a larger home can have lasting consequences for your other goals. ...
05 Feb What to do with extra money in your monthly budget
If you have extra cash flow, create a plan to use it wisely....
26 Jan How and when to fund a 529 Plan
Be cautious before you gift money for college. ...
21 Jan What to use first? A 529 Plan or an UTMA?
Strategies for spending money in a Uniform Transfer To Minors Act account....
16 Jan Protecting college money for grandkids from spendthrift parent
529 plans are a good option for college savings, especially if you want to protect the money from a child's parent. ...
14 Jan Will a bankruptcy stop me from getting student loans?
What a bankruptcy means for securing student loans....
09 Jan Juggling 529 plans for three kids to pay for college without borrowing… yet
If you're the owner of a 529 plan, you have several options for beneficiary changes if you need them....