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529 plan


A 529 plan is a tax-advantaged investment vehicle in the United States designed to encourage .... Unlike other types of tax-deferred plans, such as 401(k) plans, IRS rules allow two exchanges or rea...

529 Plans: Questions and Answers - IRS.gov


Aug 24, 2015 ... A. A qualified, nontaxable distribution from a 529 plan during 2009 or ... For information on a special rule that applies to contributions to 529 ...

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.

529 Plans - The ins and outs of contributions and withdrawals - 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


Feb 23, 2016 ... Is it time to start spending from your 529 college savings plan? ... The basic rule: You can't double up tax benefits for the same college ...

529 Plans: Contributions | Investopedia


Some states' 529 plan rules allow taxpayers to receive a tax deduction for contributions, but there may be certain requirements. For instance, while a state's 529 ...

The Pitfalls and Perils of 529 Withdrawals - WealthManagement.com


Mar 25, 2015 ... You might think that when using 529 plans to save for higher education expenses , the hard part is opening and funding the account, and then ...

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 ... This Warren Buffett rule can work wonders on your portfolio.

How to Take Money Out of 529 Plans - WSJ


Apr 4, 2011 ... Withdrawing funds from a 529 plan may seem simple, but timing and ... can set their own rules regarding their own need-based awards.

529 Plan FAQs-Kiplinger


Most 529 plans allow such a transfer, but there are a few special rules. Money you put into the kids' custodial accounts was an irrevocable gift, and moving it to a ...

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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.

529 Plan Rules - NerdWallet


529 plans have big tax advantages, but account owners should be aware of the distribution rules.

The Ultimate Guide to Understanding 529 College Savings Plans ...


Sep 3, 2014 ... Here is everything you need to know to pick the 529 plan that's best for you. ... What to Expect from the New Fiduciary Standard Rules.