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    |
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    |
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    |
A mother of three discusses when she started saving for college, expecting her children to contribute toward college costs, talking to her children about helping save for college, and tips to help families save. …
By Meredith Clement, Penelope Hauck    |
A member of the tour discusses what it's like talking with parents about planning and saving for college, how kids react when they approach the U.Fund Dreams Tour tent, and what it means to be involved in the stewardship of helping families create a plan to save for college. …
By Penelope Hauck    |
529 accounts such as the U.Fund College Investing Plan allow you to save for college expenses while taking advantage of benefits not available in other savings plans.…
By Jonathan Hughes    |
Learn how to open a 529 plan, which expenses they cover, which schools they can be used at, and who can open one. …
By Lisa Rooney    |