ScholarShare 529: Helping Families Save for Higher Education

ScholarShare 529: Helping Families Save for Higher Education

California State Treasurer John Chiang and TV personality and Wordaful creator Liz Hernandez share how ScholarShare 529 is helping make higher education accessible for everyone through a Matching Grant Program, which begins Jan. 1, 2018. Learn more: MGP.ScholarShare529.com

What is a 529 Plan? | simpleetax

What is a 529 Plan? | simpleetax

General overview of 529 college savings plans. Vanguard College Cost Calculator: https://goo.gl/4fttEU Music by: Colourful Spots by HookSounds (www.hooksounds.com) Contact Information: stephen@simpleetax.com This video is for entertainment and informational purposes only and should not be considered tax advice. By watching or commenting on this video, we are not forming a professional relationship. If you seek specific tax advice, please consult a CPA from your local area.

529 Plans Explained for My New GrandBaby...and Parents Everywhere!

529 Plans Explained for My New GrandBaby...and Parents Everywhere!

529 Plans are awesome savings vehicle for college. Imagine that you are parents of a brand new baby like my new granddaughter. You have 18 years to save for a financial event whose cost is growing exponentially. You need to save money using the most efficient, most tax advantaged methods available. That would be the 529 College Savings Plans offered by all states. Watch my video to get an overview of these plans and then go to the website http://www.savingforcollege.com to spend about three days combing through the fascinating collection of all things 529. I think they should offer a t-shirt which reads “ OMG...529!”. I admire dedicated people. *Note: The rules changed regarding how 529 ownership is regarded for families who fill out the FAFSA (everyone should!). Now 529 plans owned by the child are assessed at the same rate as parent-owned 529 plans. This means that both parent-owned and child-owned 529 plans are assessed at 5.6% in order to establish an EFC for that particular school year. However, schools that use both the FAFSA and the CSS Profile financial aid forms are free to formulate their own EFC's. Because of this, a CSS Profile college can assess 529 plans differently no matter who owns the plans. Assessment rates can run from 0% to as much as 25% (or more) on a case by case basis.

3 Tips to making the most of your 529 savings

3 Tips to making the most of your 529 savings

Want to increase your chances of reaching your college savings goals? Watch our video and find out how. Learn more at http://www.nysaves.org. PROGRAM INFORMATION Investment returns are not guaranteed, and you could lose money by investing in the Direct plan. This Web site contains links to other Web sites as a convenience to users. However none of the Program; The New York State Office of the State Comptroller; the New York State Higher Education Services Corporation; The Vanguard Group, Inc.; Ascensus College Savings, Inc.; nor any of their affiliates endorses or takes any responsibility for any such Web site or for any information contained thereon, except, in each case, with respect to their own Web sites. Before investing in any 529 plan, you should consider whether your or the beneficiary's home state offers a 529 plan that provides its taxpayers with favorable state tax and other benefits that are only available through investment in the home state's 529 plan. You also should consult your financial, tax, or other adviser to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact your home state's 529 plan(s), or any other 529 plan, to learn more about those plans' features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision. The Comptroller of the State of New York and the New York State Higher Education Services Corporation are the Program Administrators and are responsible for implementing and administering the Direct Plan. Neither the State of New York nor its agencies insures accounts or guarantees the principal deposited in those accounts or any investment returns on any amount or investment portfolio. Ascensus Broker Dealer Services, Inc., and Ascensus Investment Advisors, LLC, serve as Program Manager and Recordkeeping and Servicing Agent, respectively, and are responsible for day-to-day operations. The Vanguard Group, Inc., serves as the Investment Manager. Vanguard Marketing Corporation markets, distributes, and underwrites the Direct Plan. New York's 529 College Savings Program currently includes two separate 529 plans. The Direct Plan is sold directly by the Program. You may also participate in the Advisor Plan, which is sold exclusively through financial advisors and has different investment options and higher fees and expenses as well as financial advisor compensation. The Ascensus College Savings logo is a registered service mark of Ascensus Broker Dealer Services, Inc. Vanguard and the ship logo are trademarks of The Vanguard Group, Inc. For more information about New York's 529 College Savings Program Direct Plan, download a Disclosure Booklet and Tuition Savings Agreement or request one by calling 1-877-NYSAVES. This document includes investment objectives, risks, charges, expenses, and other information. You should read and consider them carefully before investing. The Program Administrators, the Program Manager and Vanguard, and their respective affiliates do not provide legal or tax advice. This information is provided for general educational purposes only. This is not to be considered legal or tax advice. Investors should consult with their legal or tax advisors for personalized assistance, including information regarding any specific state law requirements.

Finding the Best 529 Plan with Morningstar -- Morningstar Video

Finding the Best 529 Plan with Morningstar -- Morningstar Video

Morningstar has launched new data, analysis, and ratings on 529 college-savings plans. Visit Morningstar's New "Save for College" Center: http://www.morningstar.com/cover/save-for-college.aspx

New Tax Law Update: 529 Plan Expansion

New Tax Law Update: 529 Plan Expansion

New Tax Law Update: 529 Plan Expansion Subscribe to stay up to date with the latest videos: http://www.youtube.com/user/DaveRamseyShow?sub_confirmation=1 Visit the Dave Ramsey store today for resources to help you take control of your money! https://goo.gl/gEv6Tj Welcome to The Dave Ramsey Show like you've never seen it before. The show live streams on YouTube M-F 2-5pm ET! Watch Dave live in studio every day and see behind-the-scenes action from Dave's producers. Watch video profiles of debt-free callers and see them call in live from Ramsey Solutions. During breaks, you'll see exclusive content from people like Rachel Cruze, and Chris Hogan, Christy Wright and Chris Brown —as well as all kinds of other video pieces that we'll unveil every day. The Dave Ramsey Show channel will change the way you experience one of the most popular radio shows in the country!

Picking the Right 529 Plan | Forbes

Picking the Right 529 Plan | Forbes

This formula tells you whether you've got a bargain in your state's college savings plan.

529 College Savings Plan : What are the Pros & Cons?

529 College Savings Plan : What are the Pros & Cons?

http://www.savingforcollege.com In this Q&A episode with Joe, the "529 Guru", we learn about the many advantages of investing with a 529 college savings plan as well as some of the drawbacks - but don't worry - there aren't many!

California's ScholarShare 529

California's ScholarShare 529

California's ScholarShare 529 is available to residents of any state. It offers a variety of investment options from TIAA-CREF, T. Rowe Price, and others.

529 College Savings Plans: Tax Benefits of a 529 Plan

529 College Savings Plans: Tax Benefits of a 529 Plan

http://www.savingforcollege.com In this Q&A episode with Joe, the "529 Guru", we discuss the tax benefits of a 529 Plan, including both state and federal tax benefits available. 529 Plans College Savings

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