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3/13/2015 at 2:59pm

March Madness. Daylight Saving Time. Daffodils and tulips.

They’re all signs of spring.

But my favorite harbinger is tax refund season. With the federal income tax deadline only about a month away, millions of American taxpayers are filing their 2014 returns. Many are getting refunds. So far this year, the average refund is about $3,000, according to IRS data. 

3/3/2015 at 2:53pm

Private College 529 Plan is among the best ways families can save for private college. The Wall Street Journal recently outlined a range of strategies to help families pay the rising cost of undergraduate education. Read it here.  Included in the story is account owner Marc Farinella of Melbourne Fla. He told the paper he chose Private College 529 over a 529 investment plan because it protected him and his daughter's future education against market swings and tuition increases.

2/23/2015 at 3:09pm

I got a first-hand inkling last week of just how much 2015’s high school seniors understand about the cost of college, debt, and the importance of saving.

I’m active with my college alumni association and had to read about three dozen applications for alumni scholarships that that my local chapter awards. Reviewing these applications, I noted a few themes:

2/12/2015 at 10:06am

I had an opportunity to join Scott Gamm at to discuss how families can plan and save for college. Of course, Private College 529 Plan is uppermost in my mind for families planning higher for private higher education. And it's one tool among the higher education savings choices. Thanks to reaction from families across the nation, tax advantages remain for the earnings in 529 accounts. Watch the interview.

2/10/2015 at 4:20pm

President Obama's recent proposal to eliminate tax advantages for new funds into 529 investment and prepaid tuition plans is off the table. More people than ever are talking about saving for college. That helps explain why the plan fell apart -- a growing number of families are benefitting from them. Here's an excellent piece analyzing 529s from  Huffington Post.

1/30/2015 at 4:49pm

The oft-repeated phrase, “There’s no such thing as bad publicity” is not really true, but it did come to mind in the past week with the news that the Obama administration proposed – and now dropped – a plan to end the tax advantaged-status of Section 529 college savings plans. In my many years in both public and private higher education and as a Trustee of the Private College 529 Plan, I cannot remember seeing so much discussion of saving for college!

1/20/2015 at 11:42am

Rebekah Bortniker loves Taylor Swift. After the Overland Park, Kansas, woman created a video of the star, Taylor Swift sent her a special package that included a check for $1,989 to help pay her student loan debt. The amount is a takeoff on Swift’s new album by that name.

12/9/2014 at 3:59pm

$9,804. $32,762. $42,419. Those are figures you’re seeing in the College Board’s recently-released Trends in College Pricing survey. Tuition isn’t rising as fast as recent years but still outpaces inflation. The figures are for some families quite real and for most, terribly misleading. The increasing cost of college is a challenge for many families; an equally important challenge is to help the American people understand that for many, indeed most families, the cost of college is far, far less and with prudent planning within their reach. 

6/11/2014 at 11:13am

We are pleased to announce that Coe College has joined Private College 529 Plan and now offers families a guaranteed way to lock in tomorrow's tuition at today's prices. 

"We are delighted to join the distinguished list of colleges and universities that sponsor Private College 529 Plan. This gives Coe College another tool to help keep tuition affordable for future generations of Kohawks by allowing them to prepay tuition," said Vice President for Administration and Enrollment Michael White.

5/29/2014 at 7:47am

Did you know "529 plans" are named for Chapter 529 of the Internal Revenue Code?


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