1. Tyler says December 12, 2013

    Great post! Thanks for the info.

  2. Mallory says December 12, 2013

    This is awesome. We started a 529 for Harry, but Jon did all the research. I’m so glad to have it all laid out like this for me! Thanks Jill!

  3. Cari says December 12, 2013

    My husband and I are both CPA’s and we cannot stress the importance of a 529 plan. We opened one for Mila literally the day after we had her social security number and we already had been saving for it while we were pregnant. This is fabulous holiday gift idea and one that we have encouraged the grandparents to donate to whenever they would like ;)

  4. Allison says December 12, 2013

    Honestly, didn’t even realize this option existed!! Thanks for the info.

  5. Melissa Householder says December 29, 2013

    Another random note… my parents (my daughter’s grandparents) have a 529 set up for her in addition to the one we do. They have kept it in her name with her as the beneficiary because when she is applying for financial aid, the 529 in their name does not count AT ALL towards her eligibility. That’s even better than the 5.6%! A great tip if grandparents are thinking of donating a substantial amount to their grandchildren!


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