What consumer protections are in place for 529 plan investors?
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what is a 529 Informational
- What happens if the beneficiary receives scholarships? What are qualified higher education expenses for 529 plans?
- Are there any restrictions on transferring 529 funds between different schools? What are the rules for using 529 plan funds for tutoring or other academic support services?
- What documentation is required for these types of expenses? How do 529 plans work for students who take a leave of absence from college?
- 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?
- How are 529 plan withdrawals coordinated with scholarships for living expenses? What are the rules for using 529 plan funds for expenses related to a student's enrollment in a culinary arts program?
- What are the fees typically associated with advisor-sold 529 plans?
- What are the advantages and disadvantages of prepaid tuition plans?
- What are the maximum contribution amounts eligible for state tax benefits? What are the advantages of using payroll deductions to contribute to a 529 plan?
- What are the rules for changing the beneficiary of a 529 plan to another child? How do 529 plans compare to UGMA/UTMA accounts for college savings?
- What documentation is required for using 529 funds for co-op or internship costs? What are the rules for using 529 plan funds for expenses related to a student's thesis or dissertation research?
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