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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.

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 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    |
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    |
man using laptop
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    |
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    |
Fact or Fiction? The Truth about 529 Plans
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    |
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