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Category: College Savings

529 plan checklist for 2020 year-end
College Savings

529 plan checklist for 2020 year-end

Whether saving for college or making withdrawals, there are many 529 plan considerations that may need attention at year-end.

Using a 529 plan when college is remote
College Savings

Using a 529 plan when college is remote

Families may consider using funds from a 529 plan to cover qualified expenses even if their child is studying remote this fall.

Strategies during a college gap year
College Savings

Strategies during a college gap year

While college students may decide to take a gap year, families can continue to plan for the completion of the college program.

Back-to-school planning during the pandemic
College Savings

Back-to-school planning during the pandemic

While navigating the changing back-to-school landscape , families can still focus on planning and saving for the future.

Use high school years to implement a road map to college
College Savings

Use high school years to implement a road map to college

Consider creating a plan to prepare for college during the high school years.

Pandemic underscores need for college checklist
College Savings

Pandemic underscores need for college checklist

This fall, preparing a college checklist may be more important than ever as the ongoing pandemic is affecting how colleges re-open.

Value of higher education continues to increase
College Savings

Value of higher education continues to increase

Much is shifting in the education landscape, but some things continue to improve, including the value of higher education.

Planning for college in challenging times
College Savings

Planning for college in challenging times

Planning for college can be challenging in the near term but families and students can still make progress toward their goals.

Families can super-size college savings with a year-end gift
College Savings

Families can super-size college savings with a year-end gift

Consider giving the gift of education this year with several strategies, including a super-size contribution, to a 529 college savings plan.

Last two years of high school are crunch time to prepare for college
College Savings

Last two years of high school are crunch time to prepare for college

Families with college-bound students focus more intently on the future when their child enters the last two years of high school.

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The views and opinions expressed are those of the fund manager above, are subject to change with market conditions, and are not meant as investment advice.

This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. Putnam, which earns fees when clients select its products and services, is not offering impartial advice in a fiduciary capacity in providing this sales and marketing material. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change.

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In the United States, mutual funds are distributed by Putnam Retail Management.

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