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Case Study: Grandparents and 529 superfunding
by Vince Sullivan, President, 529 NOW, LLCThe concept of Superfunding refers to using the 5-year election to frontload a 529 plan gift. Learn how this strategy can help grandparents reduce their estate tax exposure.
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College savings: The gift parents want, but won't ask for
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What your education tax benefits may look like in 2018
The IRS recently announced federal tax updates for 2018, which would affect some education related benefits. Find out how these changes could affect your college savings.
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Credit freezes and financial aid
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Looking for more info on any of these topics?
- 529 plans
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- Grandparents
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Q&A with 529 Guru: Joe Hurley
Specialist Joe Hurley answers your questions.
- Top 529 Plan Withdrawal Tips. (Video)
- What are the 3 biggest 529 plan myths? (Video)
- Does a 529 plan affect financial aid? (Video)
- How much does college cost? (Video)
- What Are The Top 7 Benefits Of 529 Plans? (Video)
- 529s and Financial Aid (Video)
- 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? (Video)
- What is the first step in getting started with a 529 plan? (Video)
- Coverdell ESA vs. 529 Plan: Which to choose? (Video)
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