Web Results

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 ...

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


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 ...


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


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


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


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 ...

More Info

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.

Qualified 529 Expenses - Fidelity - Fidelity Investments


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 ...