Avoid Extra 529 Taxes Triggered By A University Refund?

Published on Sunday, December 10, 2023

Photo by Mpho Mojapelo on Unsplash

On Saturday, October 7th, I awoke to find a text from my daughter telling me to not worry and that she was safe. Of course her text had the opposite effect! In her senior year, she was attending a study abroad program in Jerusalem.

The university ended the program early and sent the students home. My daughter was pretty sure the university wouldn’t refund any of the program fees but we were pleasantly surprised when they posted a refund to her university account at the beginning of December.

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Boost Your College Savings with a Bonus $100 from Virginia 529 (June 2023)

Published on Saturday, June 17, 2023

Virginia 529 has a new giveaway to boost your college savings: contribute $250 to a Tuition Track portfolio by June 30th, 2023, and Virginia 529 will kick in another $100!

Unlike the recent giveaway in May, the June offer has a state residency requirement. To open a Tuition Track account, either the account owner or the beneficiary must be a resident of Virginia.

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