Understanding 529 College Savings Plans
Understanding 529 College Savings Plans
 
  • 529 plans offer tax advantages, high contribution limits, and flexibility.

  • Qualified distributions from 529 plans are tax free.

  • There are many different plans to choose from, each with different features, benefits, and restrictions.
This tutorial will help you learn more about:

  • The different features of 529 plans.

  • How 529 plans compare with other college savings programs.

  • How to choose a 529 plan.

  • How to use 529 plans in your estate plan.
 
Understanding 529 Plans
What Is a 529 Plan?
Tax Benefits
Contributions
Transfers
Account Control
Beneficiaries
Withdrawals
Investment Options
Investment Risks
Fees and Costs
Choosing a Plan
Sample Plans: New York
Sample Plans: New Jersey
Sample Plans: Maryland
Other College Savings Options
529s and Financial Aid
Estate Planning and 529 Plans
Work With a Professional




Note: The sample plans described in this tutorial are one of many available examples of 529 plans. This is for informational purposes only and not an endorsement of any specific 529 plan.