Skip to main content
We remain dedicated to serving you during these challenging times of COVID-19.


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.

Man using tablet in living room
Learn what does and does not trigger tax paperwork for the U.Plan, including distributions, interest earned prior to bond purchase, and accruing post-maturity interest. …
By Jonathan Hughes    |
Father laughing with son
Incentives include The Saver's Credit, The Earned Income Tax Credit, Contributions from a Trust, and the ABLE to Work Act. …
By Mary Rubenis    |
Woman using calculator
We offer guidance on the 1098-T, 1098-E, 1099-DIV for U.Plan, and 1099-Q. …
By Meredith Clement    |
Share FacebookTwitterLinkedinEmail