We explore a few 529 studies that compare the performance of each state’s 529 plan with a lower-cost, out-of-state plan.
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How To Correct A 529 Plan Over-Withdrawal
If you accidentally took too much money from your 529 plan, it can result in taxes and fees. Here’s what to do if you’re in this situation.
What’s The Difference Between Prepaid Tuition And 529 Plans?
Prepaid tuition plans are benefit plans, while 529 plans act like contribution plans. Find out which one might be best for your needs.
What Is A Multigenerational Or Dynasty 529 Plan?
With a Dynasty 529 Plan, high net-worth parents can continue to save in the plan even after their kids have graduated. Here’s what to know.
How To Pay For College With A 529 Plan [529 Plan Distributions]
Taking money out of a 529 plan is more complicated than putting money into a 529 plan. Here’s how to take money out without getting penalized.
How to Rollover A 529 Plan To An IRA
A new change in 2024 will give Americans the ability to rollover up to $35,000 from a 529 plan to an IRA. Here’s what you need to know.
Does Your State Offer a 529 Plan Contribution Tax Deduction?
Find out what a 529 plan is and also the tax benefits for your state. Also learn some more details regarding a 529 plan right here!
What Is A 529 Plan Penalty And How To Avoid It
A 529 plan helps with higher education expenses so the last thing you want is to be hit with a penalty. Find out how to avoid them.
What Is A Grandparent-Owned 529 Plan?
A grandparent-owned 529 plan is a type of college savings plan where the account owner is a grandparent, as opposed to a parent.
How To Setup And Use A 529 Plan For Yourself
You can open a 529 plan for yourself – both to use now and to save for your future (or even your future kid’s education.
Conflicts Of Interest In 529 Plans Highlight Need For Oversight
Recently, two researchers have identified problems in how some states manage their 529 college savings plans. Here’s what you need to know.