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529 plan

en.wikipedia.org/wiki/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

www.irs.gov/uac/529-plans-questions-and-answers

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

www.savingforcollege.com/articles/10-Rules-for-Superfunding-a-529-Plan-643

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

us.axa.com/goals/saving-for-college/articles/529-plans-contributions-withdrawls.html

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 ...

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

money.usnews.com/money/personal-finance/mutual-funds/articles/2014/09/03/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. ... and $500,000 per beneficiary, but check the rules in your state.

The Pitfalls and Perils of 529 Withdrawals - WealthManagement.com

wealthmanagement.com/college-planning/pitfalls-and-perils-529-withdrawals

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 ...

New Rules for Tax-Free Spending From Your 529 College-Savings ...

www.kiplinger.com/article/college/T054-C001-S003-tax-free-spending-529-college-savings-plan.html

Jan 20, 2016 ... I hear there are new rules about using 529 money tax-free for computers. What are the rules, and what other expenses are fair game for using ...

SEC.gov | Introduction to 529 Plans

www.sec.gov/investor/pubs/intro529.htm

Jan 6, 2014 ... This publication provides an overview of 529 plans and comparison of the two types of these plans: prepaid tuition and college savings.

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

www.marketwatch.com/story/4-things-to-know-about-529-plan-withdrawals-2013-09-09

Sep 10, 2013 ... Tax-favored Section 529 college savings plans have been around long enough that some folks are now taking withdrawals. Qualified ...

529 Plans: Contributions | Investopedia

www.investopedia.com/university/retirementplans/529plan/529plan3.asp

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 ...

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Avoid These 529 Withdrawal Traps - Savingforcollege.com

www.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

www.nerdwallet.com

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

Qualified 529 Expenses - Fidelity - Fidelity Investments

www.fidelity.com

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 ...