Helpful perspectives on 529 plans and saving for college
Why staying the course matters—especially in a volatile market
When it comes to investing in a 529 plan, trying to time the market or adjust your strategy during periods of turbulence can often do more harm than good.
Spring into college savings: A fresh start for your child’s future
Spring is a time of new beginnings, making it the perfect season to refresh your financial plans—including your approach to saving for college.
A 529 full-court press
March isn’t just about basketball—it’s also a great time to strategize how you’ll fund a college education. Take a look at a CollegeBound 529 plan.
Roth IRA rollovers: Unlocking new potential for 529 accounts
As of January 1, 2024, 529 account owners can roll over unused funds into a beneficiary-owned Roth IRA, tax- and penalty-free, subject to certain limitations.
A new year’s guide to smarter college savings
As we step into the new year, it’s the perfect time to reassess financial goals and take proactive steps toward building a secure future for our younger loved ones.
A smarter holiday gift: Fund a CollegeBound 529 plan by year end
The holidays are a time for giving, and what better gift to give than an investment in a child’s future? Contributing to a 529 plan is a thoughtful way to celebrate the season while helping loved ones pursue their educational dreams.
No tricks, just treats: Saving for college doesn’t have to be scary
As Halloween approaches, there’s one thing that shouldn’t send shivers down your spine—saving for your child’s future with a CollegeBound 529 savings plan.
Save now for a brighter tomorrow
Starting to save now for college may help reduce the need for costly loans, potentially easing the financial burden on both you and your child.
Celebrating College Savings Month: The importance of mapping out your savings roadmap
September is College Savings Month, a perfect time to reflect on the value of planning for higher education expenses.
Back to school with confidence: Optimize your 529 plan features
A 529 plan offers a strategic and flexible way to save for your child's education.
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