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Articles and CSF Mentions

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CSF Chair Chris McGee talks to CBS affiliate KPIX

March 11, 2025

CSF Chair Chris McGee told CBS Bay Area (KPIX) how families can pay for their children's higher education - by saving, taking advantage of 529 gifting by grandparents and friends for gifting, and having students find their own ways to cut costs.  Listen to the episode here: CBS San Francisco March 4, 2025 Continue Reading...

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Money Sense Radio: College Savings & Gifting Options

January 10, 2025

Chris McGee appeared on Money Sense airing on WISN AM 1130, speaking with Heather Deaton of Ellenbecker Investment Group on the 529 savings strategies being embraced by high school students and parents to prepare for a lifetime need for higher education and to ward off debt to pay for it. Continue Reading...

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Tribune’s Kids & Money:  529 Gifts Soar at Holiday

December 18, 2024

Columnist Steve Rosen featured CSF's data showing a strong surge in popularity of 529 gifting programs in 2024, with 65% of parents planning to use them, and what those glifting programs look like across the country through our interactive map of CSF Member Gifting Programs. Read more: https://tribunecontentagency.com/article/kids-and-money-529-programs-offer-college-savings-options Continue Reading...

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529 Contributions: A Growing Holiday Gift Trend

December 12, 2024

This holiday season, more families are choosing lasting gifts with lasting impact — contributions to 529 college savings plans. With PA 529 plan assets up 19.13% in 2023, the trend reflects a growing focus on education savings. Learn how gifting a 529 contribution can support a child’s future while offering Continue Reading...

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Real Wealth Radio: FAs hear about 529 savings surge among parents and high school students

November 19, 2024

CSF Chair Chris McGee told Real Wealth's Jim Silbernagel how 529 savings are growing among parents and their teenagers, largely to avoid the long-term impact of student debt and with the added benefit of rolling over unused 529 savings into a Roth IRA. Listen to the episode here: How to Continue Reading...

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Success Magazine: 529s and Unprecedented Savings Tackle Student Debt

October 1, 2024

In this article, Chris McGee shares with Success Magazine’s Ashley Biggers how a majority of parents across the U.S. are addressing student debt. 52% of parents are investing in 529 plans, and 71% are saving more than $5,000 per child annually. McGee highlights that 88% of parents view education as Continue Reading...

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Historic Surge in 529 Savings Revealed by Pittsburgh Post-Gazette’s Tim Grant

September 10, 2024

Breaking NewsTim Grant from the Pittsburgh Post-Gazette uncovers a dramatic rise in 529 savings in CSF's 18th annual State of Higher Ed survey! Key Highlights 52% of parents are now investing in 529 plans. 71% of parents have saved over $5,000 this year—a significant jump from 47% last year. An Continue Reading...

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Unlock the Power of 529 Gifting: CNBC Highlights Why Getting Friends and Family to Contribute is ‘Pretty Darn Cool’

August 28, 2024

Ever wondered how to make the most of your child’s education savings? CNBC has spotlighted a fantastic strategy: getting friends and family involved in contributing to your kid’s 529 account! This article dives into why this approach is gaining traction and how it can make a big difference for your Continue Reading...

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CNBC: Parents Boost College Savings to Avoid Crushing Student Debt

August 20, 2024

A recent CNBC article sheds light on a significant trend: parents are increasingly investing in 529 plans to sidestep student debt. According to the 18th Annual State of Higher Ed survey, over half of the 1,000 parents surveyed are now using 529 plans to secure their children’s future. The article Continue Reading...

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Kids and Money: Is a 529 transfer a good idea?

July 1, 2024

June 19, 2024 CSF Chair Chris McGee and ISS data were featured in this column outlining guidelines for families interested in learning about the SECURE 2.0 opportunities for rolling over unused 529 funds into a Roth IRA for the same beneficiary. Read more Continue Reading...

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