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Articles and CSF Mentions

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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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WRNE-AM “Let’s Talk Money” spoke to Chris McGee on CSF Youth Survey Findings

June 6, 2024

CSF Chair Chris McGee met with WRNE-AM Host Robert Hill to tell listeners about the next generation of savvy high schoolers who are saving more than ever before for their higher education. McGee explained the value of 529s in helping students reduce their reliance on debt and grow their savings Continue Reading...

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Pittsburgh Post-Gazette features CSF Youth Survey in “Home base: College students are choosing to live at home to save money”

May 23, 2024

May 20, 2024 CSF's 15th Annual Youth Survey findings were featured prominently in Tim Grant's Page One Sunday Business Story in the Pittsburgh Post-Gazette on high school students planning to live at home while attending higher education. Read more Continue Reading...

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CNBC: College Savings Foundation Highlights Key 2024 Changes: Expert Vivian Tsai on Improved 529 Plans

May 16, 2024

MAY 15 2024 As the costs at some colleges near $100,000 a year, families need a savings strategy they can bank on. Financial experts and plan investors agree that 529 college savings plans are a smart choice for many. And, as of 2024, there are even more benefits, including higher Continue Reading...

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Bankrate: Chris McGee was interviewed by Heidi Rivera on ways to reduce the costs of college and higher education

May 8, 2024

April 27, 2024 A growing number of U.S. employers are nixing college degrees from hiring requirements in job postings, according to Indeed.com. While this may suggest you can skip college and the student loan bill, this news doesn’t tell the whole story. Read More Continue Reading...

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