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Education Planning
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529 plan basics
Do 529 plans include both state savings plans and prepaid tuition plans?
How long have 529 plans been around?
What's the difference between state savings plans and prepaid tuition plans?
Education tax credits
Now that my child is in college, am I entitled to any education tax credits?
What are the Hope credit and the Lifetime Learning credit?
Using or withdrawing 529 funds
Can 529 funds be used for general living expenses while at college?
Can the funds in a 529 plan be used for college expenses if my child is only attending part-time?
Must the funds in a 529 plan be used for tuition only, or can they be used for room and board expenses?
What happens if my child finishes college and there is money left over in the 529 account?
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Saving for retirement
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And baby makes three
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General tax planning
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