Articles

  • 3 weeks ago | theepochtimes.com | Hyunmin Kim |Margaret Giles

    A 529 college savings plan can be a powerful tool when saving for future education expenses because investments in the plan can increase tax-free, but many savers don’t take full advantage of all the benefits that 529 plans have to offer. One common deterrent to investing through a 529 plan is the concern that assets in a 529 account will reduce financial aid eligibility. While it’s true that 529 assets have an impact on financial aid, the effect is likely smaller than you think.

  • 1 month ago | djc.com | Hyunmin Kim |Margaret Giles

    Subscriber content preview Does a 529 plan affect financial aid? The short answer is yes, but there are nuances. By HYUNMIN KIM and MARGARET GILESMorningstar A 529 college savings plan can be a powerful tool when saving for future education expenses because investments in the plan can increase tax-free, but many savers don't take full advantage of all the benefits that 529 plans have to offer.

  • 1 month ago | thedailytimes.com | Hyunmin Kim |Margaret Giles

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  • 1 month ago | huntingdondailynews.com | Hyunmin Kim |Margaret Giles

    A 529 college savings plan can be a powerful tool when saving for future education expenses because investments in the plan can increase tax-free, but many savers don’t take full advantage of all the benefits that 529 plans have to offer. One common deterrent to investing through a 529 plan is the concern that assets in a 529 account will reduce financial aid eligibility. While it’s true that 529 assets have an impact on financial aid, the effect is likely smaller than you think.

  • 1 month ago | gazettextra.com | Hyunmin Kim |Margaret Giles

    A 529 college savings plan can be a powerful tool when saving for future education expenses because investments in the plan can increase tax-free, but many savers don't take full advantage of all the benefits that 529 plans have to offer. One common deterrent to investing through a 529 plan is the concern that assets in a 529 account will reduce financial aid eligibility. While it's true that 529 assets have an impact on financial aid, the effect is likely smaller than you think.

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