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
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 ...
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
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 ...
Sep 10, 2013 ... Tax-favored Section 529 college savings plans have been around long enough
... This Warren Buffett rule can work wonders on your portfolio.
Apr 4, 2011 ... Withdrawing funds from a 529 plan may seem simple, but timing and ... can set
their own rules regarding their own need-based awards.
Most 529 plans allow such a transfer, but there are a few special rules. Money
you put into the kids' custodial accounts was an irrevocable gift, and moving it to