A grandparent-owned 529 plan is a type of college savings plan where the account owner is a grandparent, as opposed to a parent.
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How To Correct A 529 Plan Over-Withdrawal
If you accidentally took too much money from your 529 plan, it can result in taxes and fees. Here’s what to do if you’re in this situation.
Prepaid Tuition Plan vs. 529 Plan: Which Is Best?
Prepaid tuition plans are benefit plans, while 529 plans act like contribution plans. Find out which one might be best for your needs.
What Are Multigenerational Or Dynasty 529 Plans?
With a Dynasty 529 Plan, high net-worth parents can continue to save in the plan even after their kids have graduated. Here’s what to know.
How To Pay For College With A 529 Plan [529 Plan Distributions]
Taking money out of a 529 plan is more complicated than putting money into a 529 plan. Here’s how to take money out without getting penalized.
How to Rollover A 529 Plan To An IRA
A new change in 2024 will give Americans the ability to rollover up to $35,000 from a 529 plan to an IRA. Here’s what you need to know.
What States Allow Tax Deductions For 529 Contributions?
Find out what a 529 plan is and also the tax benefits for your state. Also learn some more details regarding a 529 plan right here!
What Is A 529 Plan Penalty And How To Avoid It
A 529 plan helps with higher education expenses so the last thing you want is to be hit with a 529 plan penalty. Find out how to avoid them.
Can I Open A 529 For Myself?
You can open a 529 plan for yourself – both to use now and to save for your future (or even your future kid’s education.
Comparing 529 Plans (And How To Spot A Conflict Of Interest)
Recently, two researchers have identified problems in how some states manage their 529 college savings plans. Here’s what you need to know.
Can You Use A 529 Plan To Pay Student Loans?
You can use a 529 plan to pay student loans up to $10,000 – but there are some caveats you need to know.