How does a 529 plan compare to a UGMA/UTMA account?
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what is a 529 Informational
- Do all mandatory fees qualify as qualified higher education expenses?
- Are there any platforms that facilitate 529 plan gifting? How does divorce affect a 529 plan?
- Can the refund be recontributed to the 529 plan? What are the rules for transferring funds from a custodial 529 plan to the beneficiary once they reach a certain age?
- What documentation is required for using 529 funds for STEM education? What are the rules for using 529 plan funds for expenses related to a student's participation in a student government or club?
- What are the differences between a 529 plan and an ABLE account for individuals with disabilities? What are the tax advantages of contributing to a 529 plan compared to a taxable investment account?
- Does the tax refund affect the amount that can be withdrawn tax-free from a 529 plan?
- What documentation is required for using 529 funds for these fields? What are the rules for using 529 plan funds for expenses related to a student's participation in a study abroad program offered by a third-party provider?
- What documentation is required for using 529 funds for foreign institutions? What are the rules for using 529 plan funds for expenses related to a student's participation in a pre-college program?
- What is an ABLE account? How do I open a 529 plan?
- What documentation is required for using 529 funds for performing arts? How do 529 plans work for students who are pursuing a degree in a business-related field?
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