How are 529 plan assets treated for estate tax purposes?
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what is a 529 Informational
- Do 529 plan assets count as parental assets or student assets for FAFSA? Can grandparents own a 529 plan for a grandchild?
- Are the expenses associated with online learning considered qualified higher education expenses?
- What types of apprenticeship programs qualify for 529 withdrawals?
- Does the restricted grant affect the amount that can be withdrawn tax-free from a 529 plan for other expenses?
- How can I ensure that my 529 plan funds are passed on to the intended beneficiaries? What are the differences between direct-sold and advisor-sold 529 plans?
- Are the expenses associated with business programs considered qualified higher education expenses?
- How does a 529 plan compare to a UGMA/UTMA account?
- What documentation is required for using 529 funds for technology? How do 529 plans handle the situation where the beneficiary receives a tuition waiver or discount?
- Are there any restrictions on using 529 funds in conjunction with other tax benefits for education? What are the advantages of using a state-sponsored 529 plan versus an out-of-state plan?
- What are the rules for using 529 plan funds for apprenticeship programs?
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