Using Your 529 Archives - College Countdown

Affording College Using Your 529

Celebrating the Many Rewards of Saving with a 529 Plan

By way of background, when our now recent grad was born, his father and I were still repaying a significant amount of student loan debt that we had accumulated to…

Patricia A. Roberts, J.D.October 20, 2025

Senior Student Using Your 529 Videos

How Flexible is a 529 Plan?

A 529 plan is a flexible way to save for college. Your college savings can be used for all kinds of qualified expenses like tuition, books, supplies, and equipment. Computers…

ScholarShare 529October 2, 2025

Using Your 529

The Power of Sharing Your 529 Plan Knowledge

We sometimes underestimate the positive impact we can have by sharing what we know about a topic with those who are less familiar. With National “529 Day” approaching (May 29),…

Patricia A. Roberts, J.D.October 2, 2025

Using Your 529

Options for School Refunds

Depending on the nature and timing of the change in direction, it’s possible that your child could be eligible for a partial refund from the institution they are attending. What…

Patricia A. Roberts, J.D.October 1, 2025

Senior Student Using Your 529 Videos

529 Tax Benefits Explained

How will your kid pay for college when the time comes? Unsurpassed tax benefits for families using a 529 plan can make a real difference. Learn more about the benefits…

ScholarShare 529October 1, 2025

Using Your 529

529 Withdrawals: Avoid the Pitfalls

Withdrawing funds is straightforward, but these tips can help you avoid common mistakes.* 1. Stick to qualified expenses To avoid federal income taxes and the 10% penalty on earnings, withdraw…

ScholarShare 529September 12, 2025

Affording College Using Your 529

The Power of the First Step: Open a 529 and Build Your Future

It sounds simple. That’s because it is. And that’s exactly why so many families wait. We wait for a raise. For the “right” account. For the moment when everything else…

David Q. Hao, MA, JDAugust 17, 2025

Affording College Using Your 529

6 Smart Steps for Parents of Rising Juniors

This is the year when post-secondary pursuits will likely start to feel more “real” -- and a growing sense of what's next may start preoccupying minds. As such, junior year…

Patricia A. Roberts, J.D.August 17, 2025

Senior Student Using Your 529

Weathering the First-Year Adjustment Phase

First-year students may express specific concerns, for instance, about the quality of food or residence halls, the workload in certain classes, roommate compatibility, or just garden variety homesickness. Some students…

Patricia A. Roberts, J.D.August 3, 2025

Using Your 529

Reflecting on the Impact of Your 529 Investments

With college in the not-so-distant future, it’s a perfect time to stop and reflect on the positive effects your 529 investments have had -- and will continue to have --…

Patricia A. Roberts, J.D.August 1, 2025

Affording College Using Your 529

Market Volatility As College Nears: Five Practical Tips

Here are five practical steps you can consider taking to lessen the blow, make the most of your available resources, and keep your child’s education goals on track. 1. Seek…

Patricia A. Roberts, J.D.April 10, 2025

Using Your 529 Videos

Perks of a Glidepath

A glidepath helps minimize risk so the money you socked away for higher education is more likely to be there when you need it. Watch this video to learn more.…

ScholarShare 529March 6, 2025

Using Your 529

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