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?
In Stock
$34.99
$29.99
Shipping and Returns Policy
- Deliver to United States » Shipping Policy «
- - Shipping Cost: $5.99
- - Handling time: 2-3 business days
- - Transit time: 7-10 business days
- Eligible for » Returns & Refund Policy « within 30 days from the date of delivery
Find similar items here:
what is a 529 Informational
- What documentation is required for using 529 funds for fees? How do 529 plans handle the situation where the beneficiary receives a refund of prepaid tuition?
- Are there ongoing minimum contribution requirements for 529 plans?
- Can I use the funds in one 529 plan for multiple beneficiaries?
- Are there any penalties for withdrawing funds that are not ultimately used for qualified expenses?
- How does grandparent-owned 529 plan impact financial aid?
- What are the typical asset allocations in age-based 529 plan portfolios?
- How are 529 plan withdrawals coordinated with merit-based tuition discounts? What are the rules for using 529 plan funds for expenses related to a student's enrollment in a performing arts program?
- What happens to the ownership and beneficiary of a 529 plan in a divorce settlement?
- What documentation is required for using 529 funds for these programs? How do 529 plans handle the situation where the beneficiary receives a Pell Grant that covers a portion of their tuition costs?
- How do UGMA/UTMA accounts affect financial aid eligibility compared to 529 plans? What are the potential drawbacks of using a 529 plan for K-12 education?
-
Next Day Delivery by USPS
Find out more
Order by 9pm (excludes Public holidays)
$11.99
-
Express Delivery - 48 Hours
Find out more
Order by 9pm (excludes Public holidays)
$9.99
-
Standard Delivery $6.99 Find out more
Delivered within 3 - 7 days (excludes Public holidays).
-
Store Delivery $6.99 Find out more
Delivered to your chosen store within 3-7 days
Spend over $400 (excluding delivery charge) to get a $20 voucher to spend in-store -
International Delivery Find out more
International Delivery is available for this product. The cost and delivery time depend on the country.
You can now return your online order in a few easy steps. Select your preferred tracked returns service. We have print at home, paperless and collection options available.
You have 28 days to return your order from the date it’s delivered. Exclusions apply.
View our full Returns and Exchanges information.
Our extended Christmas returns policy runs from 28th October until 5th January 2025, all items purchased online during this time can be returned for a full refund.
No reviews yet. Only logged in customers who have purchased this product may leave a review.