GoUSF: 529 College Savings Planning

Tuesday, March 12 12:00 PM - 1:00 PM

Online — Zoom

Learn how to save for college with ScholarShare 529.

What is a 529?
A 529 plan is an account that allows you to invest specifically for future education expenses.
Similar to IRAs and 401(k)/403(b) plans designed to help save for retirement, 529 plans are
aimed at helping families save for college. The accounts are administered at the state level,
and are managed by a financial services company that handles all the paperwork and
oversees the investments.

The webinar will cover a variety of topics including:

  • Understanding college costs
  • Tax efficient education savings and rules
  • Analyzing investment costs within 529 programs
  • Must-knows in getting started saving
  • Making the most of existing ScholarShare accounts
  • and more...

This webinar is part of the GoUSF Go Save, financial wellness series.