529 Plans
Trusted insights, analysis and guides from the expert team at Kiplinger.
Latest
-
What Do I Do With Unused 529 Plan Money?
529 Plans Money that's left in these college-saving funds are subject to income taxes and an early-withdrawal penalty, except in some circumstances.
By Kimberly Lankford Published
529 Plans -
How to Transfer Money Between 529 College-Savings Accounts
529 Plans There is no limit to how much you can move or how often you can move funds between beneficiaries.
By Kimberly Lankford Published
529 Plans -
What to Do When Scholarships Complicate 529 College Savings
529 Plans You can take money out of the account up to the amount of the scholarship without penalty, but you may have to pay taxes on the earnings.
By Kimberly Lankford Published
529 Plans -
Using 529 College-Savings Plan Money for Part-Time Students
529 Plans Even room and board counts as an eligible expense for half-time students. And the college doesn’t have to be a four-year institution.
By Kimberly Lankford Published
529 Plans -
What Bernie Sanders Can Teach You about 529 Plans
529 Plans Imagine the bern if his plan were to become law—you could pay taxes on college savings you thought were tax-free.
By Michael Rose, CFP® Published
529 Plans -
Contributing to a College-Savings Account When You're Not the Parent
529 Plans Rules for tax deductions and the effect on financial aid can be tricky.
By Kimberly Lankford Published
529 Plans -
Tax Deductions for Contributions to 529 College-Savings Plans
529 Plans Donating stock to a 529 plan isn't allowed, but your cash contributions may qualify for a state tax break depending on where you live.
By Kimberly Lankford Published
529 Plans -
The Best 529 College-Savings Plans
529 Plans State 529 plans usually trump other options. The right one for you depends on what kind of investor you are.
By Jane Bennett Clark Published
529 Plans -
How to Tap a 529 College Savings Account
529 Plans Follow these steps to withdraw funds and use them for qualified education expenses.
By Kimberly Lankford Published
529 Plans