529 Plans
Trusted insights, analysis and guides from the expert team at Kiplinger.
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College 529 Savings Plans: What You Need to Know
529 Plans Do you know how much you’re able to contribute or what the funds could be used to pay for? Check out the nitty-gritty details of this formidable college savings tool.
By Michael Aloi, CFP® Published
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College 529 Savings Plans: How to Get the Most Out of Them
Go to the head of the class with one adviser’s tips, such as how to choose the plan that works best for you and when to get started.
By Michael Aloi, CFP® Last updated
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For 529 Plans in a Bear Market, Timing Is Everything
If your child is close to college age and their college fund has taken a hit in the market, there’s one thing you should think about doing.
By T. Eric Reich, CIMA®, CFP®, CLU®, ChFC® Published
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3 Key Ways You Can Help a Child or Grandchild Pay for College
college Options such as 529 plans, education savings accounts and tax-free gifts can ensure you don’t carry a child’s student loan debt into your golden years.
By Tony Drake, CFP®, Investment Advisor Representative Published
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Grandparents: Now is the Time to Contribute to Your Grandkid's 529 Plans
529 Plans With new changes to the FAFSA process, you can “superfund” their college savings – without affecting their financial aid status.
By Shane W. Cummings, CFP®, AIF® Published
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Thoughts Before Funding a 529 College Savings Plan
college Watching your college savings grow tax-free with a 529 college savings plan feels great, but failing to follow the rules could come with penalties and taxes that you’ll regret. To avoid that, take a moment to learn the basics.
By Roxanne Alexander, CFP®, CAIA, AIF®, ADPA® Published
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School’s Out for Summer … But Tuition Is Back in the Fall
Paying for College Giving the gift of education never goes out of style. Here are some different options for helping out the young person in your life.
By Kathleen Kenealy, CFP®, CPWA® Published
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States Boost 529 Plan Incentives
529 Plans Many states provide a tax break for residents, and now they're offering matching contributions and other perks.
By Sandra Block Published
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How to Use a Grandparent’s 529 Account to Reimburse College Expenses
529 Plans Through timely withdrawals and good recordkeeping, a grandparent’s 529 college-savings plan can help families recoup money spent on college.
By Kaitlin Pitsker Published
529 Plans