Tips include using daycare money, getting your child involved, selling Halloween costumes, encouraging college gifting, planning meals, having a yard sale, and selling gift cards. Read More
A College Savings Guide for Families
Roadmap For Their Future features tips including asking “What do you want to be when you grow up?” at different ages, starting a “What I Want To Be” book, creating an achievement board to celebrate areas of success, taking children to college events, and teaching your child about budgeting. Read More
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 Read More
The Best Tools to Help You Save for College
Resources include The College Planning Tool, College Savings Estimator, College Savings Tips, Saving for College Webinar, and MEFA U.Fund 529 College Investing Plan Read More
Exciting New Changes to the U.Plan Prepaid Tuition Program
All U.Plan savers now have the opportunity to manage their account online, where you can add to your savings, set up automatic deposits, request a disbursement, view your U.Plan Statement, open a new account for another Beneficiary, and change your address, phone number, email address, etc. Read More
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. Read More
College Savings Tips for Winter Months
Tips include making a profit from your clutter, meal prepping, staying home more often, unsubscribing from retail emails, and claiming receipts for cash back. Read More