Planning and paying for an Education

There is so much to consider when considering going to college. We have provided some helpful information here from choosing and applying for college to obtaining financial aid and deducting the student loan interest and education credits on your tax return.

Education Planning

Articles

529 plans

Education planning basics

Decision Tools

529 plans

Determining how much to save for college

Evaluating college savings options

Financial aid

Tax issues

FAQs

529 plan basics

529 plan expenses and fees

529 plans and financial aid

529 plans vs. other ways to save for college

529 plans: Changing plans (rollover)

529 plans: Choosing or changing a beneficiary or account owner

529 plans: Death of account owner or beneficiary

529 plans: Making contributions

529 plans: Tax issues

Applying to college

Borrowing against your 529 account

Choosing a 529 plan

College costs

College students and insurance

Education tax credits

Financial aid

Opening a 529 account

Paying for college

Saving for college

Selecting a college

Student loans

Understanding 529 investments

Using or withdrawing 529 funds