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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.

Woman using calculator
We offer guidance on the 1098-T, 1098-E, 1099-DIV for U.Plan, and 1099-Q. …
By Meredith Clement    |
How to Easily Transfer Your Tax Refund into Your 529
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    |
Tax Tips for Parents
You may be eligible for a MA college savings tax deduction or dependent care expenses credit.…
By Sherri Galego, Alisa Wade    |
Student looking at their college bill
Our own Julie Shields-Rutyna breaks down how the 2018 Tax Bill will effect families planning, saving and paying for higher education.…
By Julie Shields-Rutyna    |
Man using laptop to learn about Adjusted Gross Income
Learn what your Adjusted Gross Income is and where to find it on your tax return. …
By      |
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