Saving with Invest529
On Demand
Financial Aid and 529 Plans
15:14
This 30-minute session will give a brief overview of the financial aid process when you have an Invest529 account.
Topics to be covered include:
- Various types of financial aid for education
- How to apply for financial aid with the FAFSA (Free Application for Federal Student Aid)
- FAFSA reporting requirements for 529 savings
- How the Expected Family Contribution (EFC) is determined
Resources to help you learn
Frequently Asked Questions
Find answers to the most common questions about 529 plans.
Smart Savers Blog
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Invest529 Portfolio Performance
Review and compare historical returns of Invest529 portfolios.