College planning funding options
how about a flow chart that shows the different options such as Coverdell, Education and 529 plan and also what can you use a 529 Plan for ( books, computers, etc )
Comments: 6
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13 Dec, '18
Matthew Nelson MergedLooking for an easy way to determine when a grandparent should own a 529 plan vs. when a parent should own a 529 plan.
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07 Jul, '20
[email protected] Admin"UTMA vs. 529 Plan for Saving for College" (suggested by Sue Chesney on 2019-06-21), including upvotes (1) and comments (0), was merged into this suggestion.
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07 May, '21
Mike Admin"How to decide who should be owner of 529 plan?" (suggested by Matthew Nelson on 2018-12-13), including upvotes (4) and comments (0), was merged into this suggestion.
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10 May, '21
[email protected] Admin"How will my 529 account affect my child's eligibility for financial aid?" (suggested by Haleigh Miller on 2021-05-10), including upvotes (1) and comments (0), was merged into this suggestion.
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21 Mar
Iftikhar AhmedPlease include UTMA accounts as an option for minor's education and other expenses.
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17 Jul
MicheleThis may be a separate list, but how to use the various funding options to pay of college and make sure that you get all the credit you are able to (no double dipping). What expenses are qualified for Tax credits, 529s, Coverdell ie: tax credits not given for room and board, but are for required student activity fees. The rules around The American Opportunity Credit and the Lifetime Learning Credit.