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    |
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    |
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    |
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    |
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    |
Steps including selecting a college savings program, deciding how much and how often to save, and getting family and friends involved. …
By Jonathan Hughes    |
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    |
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    |
The U.Fund offers flexibility, can be used for qualified education expenses, and is invested in the market. The U.Plan offers peace of mind, can be used for tuition and mandatory fees, and is invested in bonds. …
By Jonathan Hughes    |