529 Gifting Rules
Section 529 college savings plans, also known as qualified tuition programs (QTP), have generous limits, especially when compared with Coverdell Educational Savings Accounts and tax-advantaged accounts such as IRAs. Legally, 529 savings plans are...
A 529 plan is a tax-advantaged investment vehicle in the United States .... Unlike
other types of tax-deferred plans, such as 401(k) plans, IRS rules allow only a ...
Q. What is a 529 plan? Answer. A plan operated by a state or educational
institution, with tax advantages and potentially other incentives to make it easier
Aug 28, 2015 ... Familiarize yourself with the 529 plan rules for taking withdrawals from your
account and avoid these six mistakes.
Aug 28, 2015 ... Learn about the rules involved when making large contributions to a 529 plan
under the special 5-year gift-tax election.
Find helpful information about 529 plans, prepaid tuition plans and saving for ...
state to determine the specific state tax rules that apply to investing in a 529 plan.
Jan 2, 2015 ... You can be a CA resident, invest in a VT plan and send your student to college in
NC. Check to see if your institution is eligible under 529 rules.
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 17, 2014 ... Year after year, you and your child have been saving for college through a 529
college savings account. Now college is closer and it's time to ...
Sep 10, 2013 ... Tax-favored Section 529 college savings plans have been around long enough
that some folks ... @joe book look into the rules of the UTMA.