What is a 529 college savings plan?
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what is a 529 Informational
- What documentation is required for using 529 funds for study abroad? How do 529 plans interact with military education benefits, such as the GI Bill?
- Do I need to be related to the beneficiary to open a 529 plan? What are the contribution limits for 529 plans?
- Can 529 plan funds be used for student loan repayment? What happens if the beneficiary doesn't go to college?
- Can the refunded amount be rolled over into 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?
- Can I roll over funds from one 529 plan to another? What are the rules for 529 plan rollovers?
- Are the expenses associated with STEM programs considered qualified higher education expenses?
- 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?
- How do I determine the appropriate risk tolerance for my 529 plan investments?
- Do out-of-state distance learning programs qualify for tax-free withdrawals? What are the rules for using 529 plan funds for expenses related to a student's participation in a study group or learning community?
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