DO NOT USE 529 plan

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Tax Forms You Need to File Your Return

taxes You need the following forms to verify income, deductible expenses and charitable gifts when filing your income tax return.

taxes

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  Deadlines for 529 College-Savings Plan Distributions

  Paying for College You may be able to use the 529 money for more expenses than you thought. But you must take withdrawals in the calendar year you incur the expense.

  By Kimberly Lankford Published 21 November 18

  Paying for College
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  5 Key Financial Aid Considerations When Saving for College

  college Get real about what you might need to pay for your child's education.

  By Roger A. Young, CFP® Published 2 October 18

  college
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  How a Grandparent's Help With College Tuition Affects Financial Aid

  529 Plans Before cutting a check for a grandchild's college tuition, make sure you review the impact it can have on the student's financial aid.

  By Kimberly Lankford Published 7 September 18

  529 Plans
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  College Savings 101: Arguments Against 529 Plans and Alternatives That Might Work Better

  Paying for College Before you pump money into a 529 College Savings Plan, make sure you have three important boxes checked. And even after you check those boxes, you might want to consider the alternatives.

  By Casey Robinson, CFP Published 16 August 18

  Paying for College
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  Using a 529 Plan to Pay for Private School

  529 Plans Q. Can I use money in my daughter’s 529 college-savings plan to pay her private elementary school tuition?

  By Eileen Ambrose Published 2 August 18

  529 Plans
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  6 Tax Breaks for College Costs

  Tax Breaks Several tax breaks can ease the financial blow of college costs, whether you’re saving to send your kids to college, paying tuition bills for a child or yourself, pursuing graduate work, or repaying college loans.

  By Kimberly Lankford Published 19 July 18

  Tax Breaks
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  What to Do With a 529 Plan When a Child Doesn't Go to College

  529 Plans Families can avoid taxes and a penalty on a 529 college-savings plan when a child develops a disability and likely won’t be using the money for college.

  By Kimberly Lankford Published 22 June 18

  529 Plans
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  How a Grandparent's 529 Account Affects College Financial Aid

  529 Plans Distributions from a grandparent-owned 529 savings plan could reduce a grandchild's financial aid. But using one of these strategies can limit the impact.

  By Kimberly Lankford Published 9 May 18

  529 Plans
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  Shopping for a 529 Plan for a Grandchild

  529 Plans When searching for a 529 college-savings plan for a grandchild, first check whether your state offers a tax break for your contributions.

  By Kimberly Lankford Published 17 April 18

  529 Plans