Learn about the amount of the state tax deduction, how it works, which plans qualify, what documentation is needed, and more. …
By
Shaun Connolly
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This tax season, families should evaluate their family finances and consider increasing contributions toward your U.Fund or U.Plan account, or open an account to begin saving.…
By
Lisa Rooney
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The U.Fund upgrade can be attributed to a combination of increased confidence in Fidelity's team and state oversight that exceeds industry standards.…
By
Lisa Rooney
|
Learn if 529 plans can be used for graduate school, what to do with funds remaining after graduation, if each beneficiary needs a separate account, the maximum you can contribute each year, how the account affects financial aid, how grandparent-owned accounts work, and more. …
By
Meredith Clement
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Learn if you're eligible to receive $50 to put toward your child's college savings through the BabySteps Savings Plan and what those funds can be used for. …
By
Lauren Danz
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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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Reasons to save include lowering college debt, small amounts adding up, tax deductions, and tax-free earnings.…
By
Meredith Clement
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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 how to print out a certificate when you contribute to a child's Massachusetts U.Fund 529 account to let the child know about your gift. …
By
Meredith Clement
|
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