Learn what does and does not trigger tax paperwork for the U.Plan, including when you may receive a 1099-DIV or a 1099-OID. …
By
Jonathan Hughes
|
MEFA Encourages Giving the Gift of Savings for the Holidays…
By
Lisa Rooney
|
Learn how to receive paper statements with an online account, how to schedule automatic deposits at your chosen frequency, how to stop automatic deposits if needed, and the benefits of having an online account for a child in college.…
By
Claudia Niles, Lauren Danz
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With the U.Plan, you can save all year long, there's a minimum, it's a safe investment, it's for undergraduate study, you don't have to decide on a school now, there are age restrictions, and there are tax incentives. …
By
Lisa Rooney
|
With the U.Plan, if you don't attend a participating college or university, you'll still receive your savings back plus interest calculated at CPI with no penalty or taxes due on earnings…
By
Meredith Clement
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Hear from Paulette Glasser and her husband who are dedicated savers in the U.Plan for over 20 years.…
By
Paulette Glasser
|
Parents who have successfully saved in the U.Plan Prepaid Tuition Program discuss the value and flexibility of the U.Plan and savings strategies. …
By
Martha Savery
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