Transfer your funds by completing Form 8888 using your online tax software, listing the accounts into which you would like your refund deposited, and attaching the form to your federal income tax return. …
By Jonathan Hughes    |
Tips include making a profit from your clutter, meal prepping, staying home more often, unsubscribing from retail emails, and claiming receipts for cash back. …
By Lisa Rooney    |
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 new mother shares why she signed up for automatic monthly deposits into her U.Fund account, and teaches you how to do it too by adding your bank account information to your U.Fund, setting up automatic transfers, and determining the amount and transfer date. …
By Lisa Rooney    |
A mother shares her experience of planning her sons first birthday and how she decided to set up a gifting page for her son's U.Fund 529 College Investing Plan so that friends and family could contribute online and know the money would go directly into a college fund. …
By Lisa Rooney    |
Steps including logging into Fidelity.com, signing up for College Gifting, uploading a greeting, photo, and display name for your child, and sharing the link with friends and family for direct access to the gifting page. …
By Lisa Rooney    |
Create a strategy by providing the ages of your children, recording your current college savings account value and your monthly contribution, reporting your Adjusted Gross Income, and completing the activities for each grade level's Passport for Success.…
By Julie Shields-Rutyna    |
We interview the Director of College Planning at MEFA to learn the benefits of opening both a U.Plan and U.Fund, including why she chose to open both accounts, why someone might lean towards one account over another, and what advice she would give to families now. …
By Lauren Patten    |
Use the Maturity Year Selection Guide to find the years your child will attend college, and then designate at least $300 of savings to each year…
By Meredith Clement    |
A mother of two lists the reasons why she decided to start saving in the U.Plan Prepaid Tuition Program, including a long list of affiliated colleges and safeguarding against rising tuition costs, and how the program has benefited her family.…
By Sue Metcalf    |