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Search Results for: 529

How To Use A 529 Plan For Trade School

November 27, 2024 By Sarah Sharkey | 5 Min Read Leave a Comment

How to use a 529 plan for trade school

Source: The College Investor You can potentially use a 529 plan to pay for trade school, vocational school, and apprenticeships.  If you or your family have saved money for your education within a 529 plan, you can use those funds to pay for qualified education expenses without tax implications.  But how about students who opt to […]

Tax Deductions For 529 Plan Contributions By State

November 18, 2024 By Robert Farrington | < 1 Min Read Leave a Comment

529 plan tax

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!

Can You Have Multiple 529 Plans In Multiple States?

November 14, 2024 By Robert Farrington | < 1 Min Read Leave a Comment

how 529 plans work

Explore the benefits and considerations of opening multiple 529 college savings plans in different states and whether it’s worthwhile.

How To Use A 529 Plan For Estate Planning

November 5, 2024 By Mark Kantrowitz | 12 Min Read Leave a Comment

529 plan for estate planning

Wondering if it would be beneficial to use a 529 plan for estate planning? We explain when that strategy could make sense and how to do it.

Is Montessori School Eligible As A 529 Plan Expense?

October 8, 2024 By Robert Farrington | < 1 Min Read Leave a Comment

best fashion and design schools

Preschool and Montessori school are not considered eligible 529 plan expenses. Here’s what you need to know.

Best 529 Plan Investment Strategy

October 7, 2024 By Mark Kantrowitz | 5 Min Read Leave a Comment

A better investment strategy for 529 plans

Find out the best 529 plan investment strategy to help you balance risk and reward over your time horizon.

How Does A 529 Plan Affect Your Financial Aid And FAFSA?

October 1, 2024 By Mark Kantrowitz | < 1 Min Read 1 Comment

how does a 529 plan affect fafsa and financial aid

How does a 529 plan affect your financial aid and how to report a 529 plan on your FAFSA.

529 Plan And College Savings Calculator

September 25, 2024 By Robert Farrington | 2 Min Read Leave a Comment

529 Plan And College Savings Calculator

Use our free 529 plan and college savings calculator to estimate the growth of your child’s 529 plan account.

How To Use A 529 Plan If Your Child Doesn’t Go To College

September 19, 2024 By Robert Farrington | < 1 Min Read 3 Comments

avoid the 529 plan withdrawal penalty if your child doesn't go to college

Your child decided to skip college? Here’s how you can use your 529 funds including several options to avoid the 529 plan withdrawal penalty.

Analyzing Excessive 529 Plan Fees And Conflicts Of Interest

September 17, 2024 By Mark Kantrowitz | 9 Min Read Leave a Comment

529 plan conflicts of interest

Recently, two researchers have identified problems in how some states manage their 529 college savings plans and how 529 plan fees are assessed.

What Is The 529 Plan Penalty And How To Avoid It

September 13, 2024 By Robert Farrington | < 1 Min Read 6 Comments

529 Plan Penalty

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.

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