What strategies can I use to mitigate investment risk within my 529 plan? How do I determine the right amount to save in a 529 plan?
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what is a 529 Informational
- At what age does the beneficiary typically gain control of a custodial 529 plan?
- What documentation is required for using 529 funds for culinary arts? How do 529 plans work for students who are pursuing a degree in the humanities or social sciences?
- 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?
- Can the funds in a 529 plan continue to grow tax-deferred during a gap year?
- Can 529 plan funds be used to cover the remaining tuition balance and other qualified expenses?
- Are the expenses associated with specialized programs considered qualified higher education expenses?
- Is the penalty on non-qualified withdrawals the same in all states?
- Are there any restrictions on withdrawing funds if the beneficiary delays enrollment? What are the rules for using 529 plan funds for educational expenses incurred prior to opening the account?
- What are the state-specific rules regarding K-12 529 plan withdrawals? How do 529 plans work for homeschooling expenses?
- What happens to the money in a 529 plan if the owner and beneficiary cannot be located?
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