Planning for College


College Planning

Section 529 College Savings Plans

State of Illinois Programs


College Planning

  • College Is Possible is a site sponsored by The Coalition of America's Colleges and Universities. Its goal is to serve as a resource guide to students, parents, and education professionals. This site is an excellent first stop to guide you to the books, websites, and other resources that will assist in making college possible. Information is here for parents of young children just beginning to plan, parents of older students in elementary, middle, or high school, and for adults thinking about returning to college.

  • Think College, a U.S. Dept. of Education site, is another wonderful source of information. Full of tips for parents and links to other useful websites, it's great for those hoping to send a student to college in 18 years or in just a few months.

  • Year-by-Year Planning -- What should a freshman, a sophomore, a junior, and a senior in high school be doing to prepare for college? Check the calendars on the site of the National Association for College Admission Counseling for useful tips.

  • Steps to College is an online newsletter produced by NACAC. It has articles focused college selection issues, making the transition from high school to college, and a wide variety of related topics. These are very good articles for both students and parents who are involved in the college search, application, and transition process.


Section 529 College Savings Plans

What's the difference between a prepaid tuition program and a savings program?

Prepaid Tuition: Essentially, parents, grandparents, and other interested parties may lock in today's tuition rates, and the program will pay out future college tuition at any of the state's eligible colleges or universities (or an equal payment to private and out-of-state institutions). Amounts of tuition (semesters) may be purchased through a one-time lump sum purchase or installment payments. The program pools the money and makes long-range investments so that the earnings meet or exceed college tuition increases in the state.

Savings Plans: Savings plans allow participants to save money in a special college savings account on behalf of a designated beneficiary's qualified higher education expenses. Contributions can vary, depending on the individual savings goals. Savings plans offer a variable rate of return and are not backed by the state or guaranteed in any way.

Both types of programs are "qualified state tuition programs" under the Internal Revenue Code Section 529 (26 U.S.C. 529). This allows earnings to be federally tax deferred until the beneficiary enters college, and earnings are then taxable at the beneficiary's typically lower tax rate rather than the contributor's. Earnings are exempt from state income tax. With the 2001 tax act , the savings offered by 529 plans became more significant. Beginning in 2002 and lasting through 2010, money taken out of a 529 plan and used for educational purposes will be tax-free.

 

  • Saving for College is a great spot for information on pre-paid tuition and college savings plans. Founded by a CPA who wanted to know more about 529 plans, this site is aimed at anyone who wants to know more about the details of and differences among the available plans. What to be aware of, loopholes, tax questions, etc. are all found here. Ratings and explanations of the various states' programs are here. Before you select a plan, spend some time reading here. Their "Links" section is also quite helpful.

  • Illinois and over 30 other states have Section 529 plans, and (of course) there is a web site available to link you to any of those state approved programs. The National Association of State Treasurers' College Savings Plans Network is the place to go if you want the "official" information on the various programs offered by the different states. Some states' programs are quite flexible, while others are more restrictive.

  • Have you seen the signs at retail stores letting you know that a percentage of your purchases could go into a fund for sending a child to college? These credit card rebate and loyalty programs are similar to frequent flyer miles with the airlines or any other program that rewards loyalty to a brand or store. A small percentage of what you spend can be put into a Section 529 plan. There are a number of these programs, with Upromise being the most popular. Some are free, others have a yearly fee. A plus to these is that registration is easy and your friends and family can also register and have their spending help your account! (Editorial: View these as supplemental ways to fund the 529 plan, it's doubtful that Susie or Johnny will be going to the University for free based on your spending at Borders and McDonalds.)


State of Illinois Programs

  • College Illinois!, a Section 529 Prepaid Tuition Program run by the Illinois Student Assistance Commission, delivers like no other college funding option. The control you want... the protection you need... and the peace of mind you deserve. Benefits are good in-state, out-of-state, at public and private colleges and universities. They're 100% state tax exempt, and will not affect student financial aid awarded by any Illinois state agency. The program is open to all Illinois residents, and to all non-residents buying for Illinoisans, regardless of income levels.

  • Bright Start is an Illinois Section 529 College Savings Program that gives parents, grandparents and friends of a child a better way to save for college. The program has been designed by the State of Illinois and State Treasurer Judy Baar Topinka as a qualified state tuition program under Section 529 of the Internal Revenue Code. Through Bright Start, you can choose from several investment options-each designed to help you meet the rising costs of college. Any earnings on your investment will grow faster because they are federally tax-deferred. When the child reaches college, your investment can be used to pay for a wide range of expenses at eligible schools nationwide. At that time, earnings are taxed at the student's federal income tax rate-typically about 15%.

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Last updated: Thu, April 17, 2008

Urbana High School (www.usd116.org/uhs)
1002 South Race Street, Urbana, Illinois 61801
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