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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 ...

529 Plan Rules - NerdWallet

www.nerdwallet.com/blog/investing/529-plan-rules/

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

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 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 ...

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 ...

NY's 529 College Savings Program | NY 529 Direct Plan

www.nysaves.org/

NY 529 Direct Plan offers college savers tax benefits, low contribution minimums, flexibility, and low costs.

Should you 'super-fund' your 529 college savings plan? - NBC News

www.nbcnews.com/business/should-you-super-fund-your-529-college-savings-plan-2D11755875

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 ...

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 ...

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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.

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

money.usnews.com

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.

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 ...