Education Planning – FAQs
529 plan basics
What’s the difference between state savings plans and prepaid tuition plans?
529 plan expenses and fees
What expenses and fees are generally associated with 529 plans?
529 plans and financial aid
How will my 529 account be treated for financial aid purposes?
529 plans: Changing plans (rollover)
Can I move funds from my Coverdell education savings account to a 529 plan?
529 plans: Death of account owner or beneficiary
What happens if the beneficiary of the 529 account dies?
529 plans: Making contributions
Can I transfer my child’s UGMA/UTMA custodial account to a 529 plan?
How much can I invest in a 529 plan?
How often can I make contributions to my child’s 529 account?
I’m putting money into a 529 plan for my grandchild. But are the 529 assets subject to Medicaid spend-down requirements?
Should I invest a lump sum, or is there a way to use dollar cost averaging when investing in a state savings plan?