
529 plans offer tax benefits, have minimal impact on financial aid, and can be used for expanded qualified expenses. Saving in a 529 plan, no matter how close your child is to starting college, can help you take advantage of these benefits and prepare you to utilize a monthly college payment plan.…
By
Jonathan Hughes
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Tips include making up the difference in the younger child's account, revisiting your budget, encouraging friends and family to contribute, and being fair with contributions…
By
Lisa Rooney
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Facts include 2 savings plans in Massachusetts, $0 in fees for saving in the U.Fund and U.Plan, 72 participating U.Plan schools, $10,000 eligible to use from a U.Fund for K-12 tuition expenses, and more.…
By
Meredith Clement
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If you're getting a late start on saving for college, consider a college savings account, take advantage of college gifting, have your child contribute, adjust your strategy, and review your investment options. …
By
Lauren Danz
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Steps including selecting a college savings program, deciding how much and how often to save, and getting family and friends involved. …
By
Jonathan Hughes
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Learn if you have to be a Massachusetts resident to save with the U.Plan, how the U.Plan is considered when applying for financial aid, if Tuition Certificates are transferable, if family members can add to an account, and more. …
By
Meredith Clement
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Learn how to save for college, savings strategies, how to set up an account, how to transfer a balance, and what happens if you move states. …
By
Meredith Clement
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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
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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
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Learn about Boston Saves, what makes them unique, how the program started, who they partner with, and how families engage with and respond to the program. …
By
Sasha VanDerzee, Jonathan Hughes
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