529 Archives - Page 2 of 3 - College Countdown

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

Affording College

The Importance of Late-Stage College Savings

Between your child’s packed schedule plus the daily demands of your family’s life, it can feel like there aren’t enough hours in the day or enough dollars to cover today’s…

Patricia A. Roberts, J.D.September 14, 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 Parenting

Teaching Your Student Financial Intelligence

Too much, and they never learn the value of a dollar. Too little, and they’re stressed instead of studying. The right number isn’t one-size-fits-all, but there is a right way…

David Q. Hao, MA, JDAugust 31, 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

Affording College

When 529 Funds Are Not Needed As Planned

The reasons parents find themselves no longer needing to fully utilize the value of their 529 account most typically relate to the student’s receipt of a full or partial scholarship,…

Patricia A. Roberts, J.D.August 11, 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

Parenting

Love is Saving for the Long-haul

This was the outcome I had been planning for. It took nearly two decades of saving up, and a relatively few short years of spending, but my sons are now…

Vivian M. Tsai, CIMA®July 8, 2025

Affording College

Preparing for the Unanticipated Costs of Freshman Year

If you’re like many families, you spent a significant amount of money this past school year on college applications and senior year events. And when thinking about the upcoming cost…

Patricia A. Roberts, J.D.May 31, 2025

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