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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.

Father and son using computer to learn about saving for college
Learn if it's ever too late to open a 529 account, if you can use 529 funds for daycare expenses, how to save with multiple children, how you withdraw 529 funds, how grandparent 529 accounts work, and more.…
By Meredith Clement    |
Parents using tablet to learn about 529 accounts and Roth IRAs
We compare the features of each, including taxes, tax benefits, contributions, investments, annual and maximum limits, and the impact on financial aid. …
By Meredith Clement    |
Family using tablet to learn about 529 Day
This year activities include a live webinar with the Massachusetts State Treasurer, college savings webinars, and an ABLE webinar, as well as podcasts, videos, and blogs. …
By Lisa Rooney    |
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    |
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