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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    |
man using laptop
Learn what a tuition decease means for your lock-in, if it makes sense to invest if tuition has decreased, and how much your U.Plan earnings are worth if utilizing them when tuition has deceased. …
By Lisa Rooney    |
Young girl holding piggy bank
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    |
Flexible College Savings with the U.Plan
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    |
The U.Plan Prepaid Tuition Program has gotten even better in 2019 with new enhancements such as year-round savings capabilities and online account access.…
By Lisa Rooney    |
Saving Big with The U.Plan: One Family's Story
Hear from Paulette Glasser and her husband who are dedicated savers in the U.Plan for over 20 years.…
By Paulette Glasser    |
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