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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.

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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    |
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Incentives include The Saver's Credit, The Earned Income Tax Credit, Contributions from a Trust, and the ABLE to Work Act. …
By Mary Rubenis    |
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We offer guidance on the 1098-T, 1098-E, 1099-DIV for U.Plan, and 1099-Q. …
By Meredith Clement    |
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