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...
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 ...
Aug 28, 2015 ... Learn about the rules involved when making large contributions to a 529 plan
under the special 5-year gift-tax election.
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
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.
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 ...
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 ...
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.
Sep 10, 2013 ... Tax-favored Section 529 college savings plans have been around long enough
that some folks are now taking withdrawals. Qualified ...
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