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    |
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    |
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    |
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    |
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    |
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    |
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    |
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    |
The Act allows 529 distributions to pay back student loans and may give grandparents a new way to take advantage of their savings. …
By Jonathan Hughes    |
Tips from our partners include creative ideas that can help your child earn money, gardening tips, ideas on how to save during back-to-school season, tips on encouraging college gifting from family and friends, and inexpensive ways to spend time with family. …
By Meredith Clement    |