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MEFA Blog

MEFA Blog

Keep up to date with the latest news about planning and financing a college education and preparing for your financial future, from experts here at MEFA and across the industry. Browse through our blog and use it as your very own college planning guide.

Man using tablet in living room
Learn what does and does not trigger tax paperwork for the U.Plan, including distributions, interest earned prior to bond purchase, and accruing post-maturity interest. …
By Jonathan Hughes    |
Mother and son using computer together
Learn about the tax consequences if 529 funds are used for an unqualified expense, what the exceptions to the penalty are, and how to redeposit 529 funds returned from a college. …
By Jonathan Hughes    |
Mother and son using computer together
Learn how to select allocations for maturity years, how to choose a maturity year, and the difference between saving in one or multiple maturity years. …
By Jonathan Hughes    |
Father helping young son walk
Learn how Massachusetts families are reaching their savings goals, making college savings a priority, saving in 529s, and being affected by COVID-19. …
By Jonathan Hughes    |
Mother and daughter using laptop together
The U.Fund offers flexibility, can be used for qualified education expenses, and is invested in the market. The U.Plan offers peace of mind, can be used for tuition and mandatory fees, and is invested in bonds. …
By Jonathan Hughes    |
man using laptop
Learn what a tuition decease means for your lock-in, if it makes sense to invest if tuition has decreased, and how much your U.Plan earnings are worth if utilizing them when tuition has deceased. …
By Lisa Rooney    |
Young girl holding piggy bank
With the U.Plan, you can save all year long, there's a minimum, it's a safe investment, it's for undergraduate study, you don't have to decide on a school now, there are age restrictions, and there are tax incentives. …
By Lisa Rooney    |
Parents and young son using laptop together
When deciding which to prioritize, use tools to determine the cost of delaying saving for college and the interest you will save by prepaying your loan. …
By Jonathan Hughes    |
Parents and daughter using tablet
Learn about the highlights from our 529 Day celebration and the takeaways including how much is distrusted from U.Fund accounts, how savings can increase flexibility, and tax benefits of 529 accounts. …
By Ajea Stupart    |
Father reviewing paperwork with daughter
We explain why it is still important to save for college if you have the ability to do so, how the market has reacted in the past to similar situations, and other ways to save for college that are not subject to market fluctuation. …
By Jonathan Hughes    |
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