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Special Report

Special Report: 529 College Savings Plans

Learn about the pros and cons of 529 plans, and how to choose one for you.

Investors have plenty of options when it comes to saving for college. Some choices include saving in taxable accounts or Roth IRAs, UTMAs and UGMAs, and Coverdell Education Savings Accounts. 

An increasingly popular option, however, is the 529 savings plan--and for good reason. These accounts offer tax benefits, have a less significant impact on financial aid eligibility than some other options, and can offer tax deductions at the state level.

But are 529 college savings plans worth it? How do they work? How do you choose one? And have they withstood the tremendous market volatility that we've experienced this year?

This special report tackles those questions and more.

Getting Started With a 529 College Savings Plan
If setting up a college savings account is on your to-do list, here are some tips for getting going.

What Is a 529?
We take a close look at these popular college savings accounts.

How Do I Choose a 529 Plan?
A three-step solution for selecting the best college savings plan.

The Basics of 529 College Savings Plans
Here is our doorway to 529 plans, one of the most often used college savings vehicles.

Does Your State's 529 Plan Pay for Itself?
For some college savers, state tax incentives may outweigh investment fees.

The Top 529 College Savings Plans of 2020
These best-in-class plans offer a combination of attractive features.

Morningstar’s Annual 529 College-Savings Plan Landscape
We explore how the overall universe of 529 plans is addressing these challenges and how individual plans are distinguishing themselves.

A Primer on Prepaid 529 Plans
We examine the benefits of these vehicles and how they differ from conventional 529 plans, and we take a deep dive into what each state has to offer.

For Most College Savers, Prepaid 529 Plans Don't Make the Grade
Investment in prepaid 529 plans continues to decline, and in many cases it's not hard to see why.

When to Start Saving for College
What do college savers miss when they put off investing in a 529 plan?

Are 529 Plans Worth It?
Why 529s are right for some families and not others.

How Did 529 Plans Become So Confusing?
An accident of history leads to opportunities and challenges for parents saving for college.