Learn about the amount of the state tax deduction, how it works, which plans qualify, what documentation is needed, and more. …
By
Shaun Connolly
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MEFA reminds families that the holiday-giving season is the perfect opportunity to nudge family and friends toward contributing to a child's college savings account.…
By
Lisa Rooney
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Learn the steps an aunt took to help open a U.Fund 529 account for her nephews so they could receive a $50 seed deposit from the BabySteps Savings Plan. …
By
Lisa Rooney
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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…
By
Lisa Rooney
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A new mother shares why she signed up for automatic monthly deposits into her U.Fund account, and teaches you how to do it too by adding your bank account information to your U.Fund, setting up automatic transfers, and determining the amount and transfer date. …
By
Lisa Rooney
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A member of the tour discusses what it's like talking with parents about planning and saving for college, how kids react when they approach the U.Fund Dreams Tour tent, and what it means to be involved in the stewardship of helping families create a plan to save for college. …
By
Penelope Hauck
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Saving in a 529 plan is one of the best ways to save for college. Learn how easy it can be to open an account, add funds, get relatives involved in the process, and even claim a tax deduction. …
By
Jonathan Hughes
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Tips for gifting include being creative, spreading the word, setting up a gifting page, avoiding the gift tax, and checking with the child's parents. …
By
Meredith Clement
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Learn how to open a 529 plan, which expenses they cover, which schools they can be used at, and who can open one. …
By
Lisa Rooney
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