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College Savings
U.Plan Investment Strategies
Learn how to select allocations for maturity years, how to choose a maturity year, and the difference between saving in one or multiple maturity years. …
College Savings Saving for College U.Plan Prepaid Tuition Program
By Jonathan Hughes    |
College Savings
What's the Difference Between the U.Fund and U.Plan?
The U.Fund offers flexibility, can be used for qualified education expenses, and is invested in the market. The U.Plan offers peace of mind, can be used for tuition and mandatory fees, and is invested in bonds. …
College Savings Saving for College U.Plan U.Fund 529 Plans Prepaid Tuition Program
By Jonathan Hughes    |
College Savings
Saving for College in Uncertain Times
We explain why it is still important to save for college if you have the ability to do so, how the market has reacted in the past to uncertain times, and ways to save for college that are not subject to market fluctuation. …
U.Plan College Savings College Savings Account U.Fund Saving for College 529 College Savings Plans
By Jonathan Hughes    |
College Savings
The SECURE Act Expands Use of 529 Plans
The Act allows 529 distributions to pay back student loans and may give grandparents a new way to take advantage of their savings. …
FAFSA College Savings College Savings Account 529 College Savings Plans 529 Plans SECURE Act
By Jonathan Hughes    |
Financial Aid
College Savings Accounts and Financial Aid
We answer frequently asked questions including does a student get ignored for financial aid if the family has a college savings account, how does a college savings account affect my eligibility for financial aid, will the financial aid amount change once the school learns of my college savings account, and what happens if my grandparents save for my college? …
Financial Aid College Savings College Savings Account 529 College Savings Plans
By Meredith Clement    |
College Savings
How We Save for College: Tips from MEFA Team Members
Tips include using a college savings account, starting small, involving your children in the process, taking advantage of gifting, setting up automatic deposits, and diversifying your investments. …
U.Plan College Savings College Savings Account U.Fund Saving for College 529 College Savings Plans
By MEFA     |
College Savings
7 Back to School College Savings Tips
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. …
College Savings Saving for College Savings Tips
By Meredith Clement    |
College Savings
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…
U.Plan Prepaid Tuition program College Savings
By Meredith Clement    |
College Savings
The Best Tools to Help You Save for College
Resources include The College Planning Tool, College Savings Calculator, College Savings Tips, Saving for College Webinar, MEFA's U.Fund 529 College Investing Plan, and MEFA's U.Plan Prepaid Tuition Program…
College Savings College Savings Account U.Fund U.Fund 529 Saving for College 529 Day 529 College Savings Plans
By Lisa Rooney    |
College Savings
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. …
College Savings Saving for College 529 College Savings Plans Taxes Tax Return IRS Form 8888
By Jonathan Hughes    |