#529Plan
Recent FAFSA updates open new opportunities for grandparent-owned 529 plans to support education and align with estate and tax goals. Link in comments. #529Plan #EducationPlanning #FinancialPlanning #EstatePlanning #TaxPlanning #FamilyLegacy #SanDiego #California
September 24, 2026 at 6:01 PM
Grandparent-owned 529 plans can support education while preserving owner control. Current FAFSA methodology does not report distributions as student income, though other aid rules may differ. The link to the blog can be found in the comments. #529Plan #CollegePlanning #SanDiego #California
September 25, 2026 at 6:00 PM
How to Triple Your Money with a 529 Plan (Tax-Free College Hack): A 529 savings plan makes it possible, and here's the shocking truth how. #PersonalFinance, #MoneyTips, #FinancialLiteracy, #CollegeSavings, #529Plan, #WealthBuilding, #InvestingTips, #FinancialFreedom
December 14, 2024 at 2:43 PM
Big milestone: My triplets are college bound; @cornelluniversity.bsky.social , Connecticut College , and Rensselaer . Eighteen years of steady #529plan contributions, state tax incentives, and a lot of discipline made this possible. Planning early matters. #collegesavings #financialplanning
April 8, 2026 at 4:07 PM
This Thursday, SpaceX insiders will be released from their first post-IPO stock lockup and can cash out early.

As I've been saying, this has all the hallmarks of a Ponzi scheme.
August 5, 2026 at 12:58 AM
Get my free report on 5 Facts of 529-Plans here: clientfirst.pro#five

#free #finance #investing #investingtips #529plan #savingsforkids
December 6, 2024 at 12:30 AM
Get my free report on 5 Facts of 529-Plans here: clientfirst.pro#five

#free #finance #investing #investingtips #529plan #savingsforkids
July 21, 2024 at 10:47 PM
Get my free report on 5 Facts of 529-Plans here: clientfirst.pro#five
#free #finance #investing #investingtips #529plan #savingsforkids
October 10, 2024 at 5:33 PM
🚨 FREE $1,000 FOR YOUR CHILD?
Trump Accounts vs 529 Plans.
The biggest money decision U.S. parents face in 2026.
🤔 Which account would you open first for your child?
#TrumpAccounts #529Plan #Investing #PersonalFinance
June 18, 2026 at 8:07 PM
New IRS data: fewer than 1 in 1,000 tax returns paid the 529 plan penalty, and the average was just $464. The penalty only applies to earnings (never contributions) and scholarship exceptions wiped it out for 1 in 4 families. #529plan #personalfinance
Only 1 In 1,000 Tax Returns Paid The 529 Plan Penalty, New IRS Data Shows
New IRS data shows only 165,000 tax returns paid the 529 plan penalty for 2023, totaling $76.6 million — an average of just $464 per family.
thecollegeinvestor.com
July 18, 2026 at 7:31 PM
Hey there! We put up a new video about merging finances as a professional, married couple. If you get a chance, check it out!

Take care!

Charles and Z

#moneytalk
#couplefinance
#sharedmoney
#blendedfamily
#529plan
#financialgoals

youtu.be/okX19tgY8Nc
Love & Money **Unfiltered**
YouTube video by Charles and Z
youtu.be
April 9, 2025 at 3:53 PM
Starting a 529 Plan while your kids are little can make a world of tax savings when they go to college.
www.irs.gov/newsroom/529...
#CPA #Conner #Tax #Tips #Dogs #ShibaInu #College #savings #529Plan
July 30, 2025 at 8:16 AM
Planning for college? Knowing what a 529 plan covers can save you money. From textbooks to tech, avoid surprises by understanding qualified expenses.
#529plan
What Are Qualified Expenses For A 529 Plan?
Wondering what are qualified expenses for a 529 plan? Here's exactly what can and can't be covered by your 529 college savings plan.
thecollegeinvestor.com
February 11, 2026 at 7:31 PM
Thinking of using a 529 plan for college savings? It can affect your financial aid if not managed wisely. Account ownership plays a pivotal role!
#529plan
How Does A 529 Plan Affect Your Financial Aid And FAFSA?
How does a 529 plan affect your financial aid and how to report a 529 plan on your FAFSA.
thecollegeinvestor.com
February 14, 2026 at 5:35 PM
Big quarter for 529 plans: 8% growth and $4B in inflows before new rules even kicked in. Expanded uses now include job training and licensing exams.
#529plan
thecollegeinvestor.com/62315/529-pl...
529 Plan Assets Reach $568B as Families Save for Education
529 plans grew nearly 8% in Q2 2025, ahead of major rule changes expanding qualified expenses.
thecollegeinvestor.com
August 8, 2025 at 5:59 PM
Imagine a college fund that doesn’t just stop at one generation. Multigenerational 529 plans allow families to grow tax-free savings for education across generations. Smart estate planning or too complex? What do you think?
#529plan
The 529 Plan Hack That Can Fund College for Generations
Wealthy families use multi-generational or dynasty 529 plans to help pay for generations of college and education.
thecollegeinvestor.com
February 18, 2025 at 5:21 PM
Average 529 account: $35,956. A full in-state ride starting in 2044 costs ~$245,000. $96/mo from birth reaches $37,328 (40% of tuition); $630/mo covers the full ride: #529plan #CollegeSavings
The Average 529 Plan Balance Is $35,956. Here's How Much You Should Have By Your Child's Age
How much you should have in a 529 plan to save for college for your children by age, including high and low contributions for public and private school.
thecollegeinvestor.com
September 7, 2026 at 7:45 PM
A record 84% of parents are saving for college, per new Fidelity data out today. But the real finding: families with a 529 have $45,752 saved on average vs. $24,387 without one. Nearly double, same goal.

#CollegeSavings #529Plan #PersonalFinance
Fidelity: Record 84% Of Parents Are Saving For College, Up From 74% In 2024
Fidelity's 2026 College Savings Indicator found a record 84% of parents are saving for college, and 41% plan to cover the full cost of a degree.
thecollegeinvestor.com
August 26, 2026 at 3:12 PM
529 plans don’t expire! No age limits. No deadlines. Savings can be passed down through generations, making them one of the most flexible education tools available.

Would you use a 529 plan to save for education later in life?
#529plan
Are There Time Limits Or Age Limits On 529 Plans? Here's What To Know
529 plans have no time limits, but other college savings plans and financial aid options do. Learn how long you can keep and use education savings funds.
thecollegeinvestor.com
February 24, 2025 at 4:39 PM
Nobody likes to think about this, but: whoever inherits your 529 plan gets full control — including the power to change the beneficiary away from your child. Naming a successor owner takes 5 minutes. Here's what happens if you don't: #529plan #CollegeSavings
What Happens To A 529 Plan When The Owner Dies? Successor Rules, Probate, And IRS Taxes
Are you the account owner or beneficiary of a 529 plan? If so, you'll want to know more about what happens if the account owner dies. Learn more.
thecollegeinvestor.com
July 16, 2026 at 6:10 AM
529 plan tax breaks are all over the map for 2026. 9 states let you deduct contributions to any state's plan, a few let you deduct the full amount, and 4 income-tax states (CA, HI, KY, NC) give you nothing. Find your state 👇 #personalfinance #collegesavings #529plan
Tax Credits And Tax Deductions For 529 Plan Contributions By State
Find out what a 529 plan is and also the tax benefits for your state. Also learn some more details regarding a 529 plan right here!
thecollegeinvestor.com
June 25, 2026 at 2:54 PM