529 Gifting Rules
Section 529 college savings plans, also known as qualified tuition programs (QTP), have generous limits, especially when compared with Coverdell Educational Savings Accounts and tax-advantaged accounts such as IRAs. Legally, 529 savings plans are... More »
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Source: www.ehow.com

529 plan


A 529 plan is a tax-advantaged investment vehicle in the United States .... Unlike other types of tax-deferred plans, such as 401(k) plans, IRS rules allow only a ...

529 Plans: Questions and Answers - Internal Revenue Service


Q. What is a 529 plan? Answer. A plan operated by a state or educational institution, with tax advantages and potentially other incentives to make it easier to ...

Avoid These 529 Withdrawal Traps - Savingforcollege.com


Aug 28, 2015 ... Familiarize yourself with the 529 plan rules for taking withdrawals from your account and avoid these six mistakes.

10 Rules for Superfunding a 529 Plan - Savingforcollege.com


Aug 28, 2015 ... Learn about the rules involved when making large contributions to a 529 plan under the special 5-year gift-tax election.

Common 529 Questions - College Savings Plans Network


Find helpful information about 529 plans, prepaid tuition plans and saving for ... state to determine the specific state tax rules that apply to investing in a 529 plan.

What Is a 529 Plan? - Savingforcollege.com


Jan 2, 2015 ... You can be a CA resident, invest in a VT plan and send your student to college in NC. Check to see if your institution is eligible under 529 rules.

529 Plans - The ins and outs of contributions and withdrawls - AXA


To qualify as a 529 plan under federal rules, a state program must not accept contributions in excess of the anticipated cost of a beneficiary's qualified education ...

Qualified 529 Expenses - Fidelity


Sep 17, 2014 ... Year after year, you and your child have been saving for college through a 529 college savings account. Now college is closer and it's time to ...

4 things you don't know about 529 plans - MarketWatch


Sep 10, 2013 ... Tax-favored Section 529 college savings plans have been around long enough that some folks ... @joe book look into the rules of the UTMA.

Popular Q&A
Q: 529 Gifting Rules.
A: Annual Gift Tax Rules. Each year, the IRS sets a maximum gift tax exclusion, or the maximum value that can be transferred between two people without tax consequ... Read More »
Source: www.ehow.com
Q: 529 Rebalancing Rules.
A: Rebalancing refers to the process of reallocating investments within an investment account. Rebalancing means you are changing the ratio of the investments you ... Read More »
Source: www.ehow.com
Q: Should Obama change Section 529 plan rules to allow parents to re...
A: To receive future poll results as well as tips and tricks on saving for college in a crazy economy, sign up for our FREE weekly E-Newsletter Read More »
Source: collegesavings.about.com
Q: Rules on 529 plan beneficiary change in PA?
A: No, it is a gift. It will be considered an asset gain for the child. Also, be careful on what you believe. If you predesignate a beneficiary, and the tax implic... Read More »
Source: answers.yahoo.com
Q: Rules on 529 plan beneficiary change in PA?
A: I have an older child who will go to college in two years and a younger child who will go to college in 9 years. We live in PA and have 529 investment plans but... Read More »
Source: answers.yahoo.com