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How is your 529 plan performing? Each quarter we analyze thousands of 529 portfolios. Here are our new rankings -- from top to bottom -- for one-year investment performance, three-year investment performance, five-year investment performance and 10-year investment performance. Read More
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Committing to College Savings: How to Make Your Financial Resolution Stick
For those of us on the road towards saving for our children’s college education, sticking to your saving goals may be more manageable than we think.
529 News
- 12/15: Oregon launches ABLE Savings Plan
- 12/15: Oregon launches ABLEforAll plan
- 12/15: Virginia launches ABLEnow plan
- 12/15: DC College Savings Plan announces investment and program manager change
- 12/01: Alabama to launch Enable Savings Plan for residents living with disabilities
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Message Board
Need a tax advisor to help with a tricky 529 rollover situation
Greetings, I got a very tricky 529 rollover situation where I need help of a knowledgeable tax advis...
Money left in 529 After College is Complete due to Scholoarships
My sons Grandfather created a 529 account to fund college. My son received academic scholarships whi...
Transfer account from grandparent to beneficiary as owner
My mom started a 529 account for my daughter several years ago. She is finishing her senior year and...
Joe's Q & A
- 529s and Financial Aid (Video)
- 529s and Financial Aid (Script)
- What are the best ways to maximize the savings in my 529 plan? (Video)
- What are the steps involved in setting up a 529 account? (Script)
- What are the steps involved in setting up a 529 account? (Video)
- What is the first step in getting started with a 529 plan? (Script)