529 Plan

How Well is My 529 Plan Performing?

Stacks of coins with sprouts symbolizing growth.

Most parents understand how important it is to save for college. While a 529 plan is one of the most efficient and effective ways for families to save for school, many parents don’t know how to choose the right 529 plan. How is a parent supposed to choose the right 529 plan based on its performance?

Know How 529 Investments Work

A 529 isn’t like a regular savings account.

What Does 529 Eligible Educational Institution Mean?

A confused parent weighing her options.

Picture this. Your student is getting ready to go off to college for the first time. For years, you have contributed to their education savings plan, helping to make their dream of higher education a reality. As you prepare to send in the first payment from your 529 account, you want to ensure that your student is attending an eligible institution so it counts as a qualified withdrawal.

You might be unsure what this is referring to,