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 ...
529 plans have big tax advantages, but account owners should be aware of the
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
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 ...
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
NY 529 Direct Plan offers college savers tax benefits, low contribution minimums,
flexibility, and low costs.
Dec 17, 2013 ... "Super-funding" a 529 college savings plan is a way to add large sums to ...
Because of the interplay of gift tax rules and generous contribution ...
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 ...