Results 1 - 10 of 3270000 . Different states, different 529 plan rules 08/06/2007. QUESTION: Dear Joe, What states allow you to make tax-deductible .

Mar 27, 2006 . Note that I have been describing the federal financial-aid rules. Many private colleges (and some public colleges) dispense their own aid to .

Apr 21, 2008 . For details about each state's maximum contributions and tax rules, see Savingforcollege.com (especially the "Compare 529 Plans" tool). .

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5 posts - 4 authors - Last post: Jan 20Then replenish the money withdrawn from the UGMA by depositing cash in their 529 plans. Do UGMA's also get the 5-year gift tax exclusion? .

IRS Rules for 529 Plans. 529 Plans, also called Qualified Tuition Programs, are special investment accounts used to help individuals save for college.

You can be a CA resident, invest in a VT plan and send your student to .

Contributions to a 529 college savings plan are not deductible for federal income tax . The applicable federal, state, and local tax rules are complex, .

May 24, 2011 . 529 plan rules. Question: Which state has the best 529 savings plan? I heard that you don't have to go with the plan in the state you live .

May 23, 2011 . Congress passed a law changing the rules for 2009 only. In 2009, the account owner of a 529 plan may make TWO changes to the investment .

6 posts - 4 authors - Last post: Nov 7, 2007Questions on 529 plans. Wife is pregnant with twins (kids #1 and #2). Due in June. My understanding is money can go into 529's pre tax (like .

Description: There is probably nothing more complicated than the rules around distribution and we don't think it's unintentional. States “offer” a 529 plan .

529 plan is a state-operated investment plan that gives families a federal tax- free way to . The rules regarding state income tax on these accounts vary, .

Qualified tuition programs (QTPs) are also called “529 plans.” States may establish and maintain programs that allow you to either prepay or contribute to .

529 Plan Rules. Today, all 50 states and the District of Columbia offer 529 college savings plans. Also known as qualified tuition programs, .

Subject to special rules, 529 Plan account owners can contribute five times the annual gift amount all at once — $65000 per beneficiary ($130000 for married .

Overview of the withdrawal rules for a Section 529 Prepaid Tuition plan, as well as the treatment of unused funds.

Most 529 plans allow such a transfer, but there are a few special rules. Money you put into the kids' custodial accounts was an irrevocable gift, and moving .

In this article, we'll look at the rules for 529 Qualified State Tuition Plans. We'll explore the difference between this savings vehicle and some of the .

The 529 plan is one of the options available for saving towards education, either for yourself or your children. Learn the 529 plan rules and limitations .

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Jan 14, 2010 . Q. What is the main advantage of a typical 529 plan? .

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The term "529 plan" describes a type of tax-advantaged college plan authorized . . (e) Other definitions and special rules. For purposes of this section-- .

Mar 28, 2011 . Check to see if your institution is eligible under 529 rules. . but not a 529 savings plan (the private-college . .

May 25, 2011 . 529 Plans: A Great Idea But Know The Rules - Page 1 - Carrie Schwab Pomerantz: Dear Carrie: I have several questions about 529 plans. I.

May 8, 2006 . You have plenty of options if you're lucky enough to have money in the fund, says the College Money Guru, but the rules are tricky.

May 28, 2010 . Separately, the stock-market downturn prompted the U.S. Treasury Department to tweak 529-plan rules to allow for two investment changes per .

An overview of who can contribute to and receive benefit from Section 529 Savings Plans.

May 25, 2011 . May 25, 2011 529 plans can help you jumpstart college savings for a child or grandchild, but know the rules about their use before you .

Feb 22, 2008 . Most 529 plans allow such a transfer, but there a re a few special rules. Money you put into the kids' custodial accounts was an irrevocable .

UESP is a “direct-sold” 529 plan. Contributions are commission-free. . However , subject to the application of Bank and FDIC rules and regulations to each .

Jan 10, 2011 . As my wife and I planned for the birth of our children, we strolled through the litany of baby planning. Crawled through it, really.

Jun 6, 2010 . WASHINGTON — Parents are busy prepping their high-school graduates for college — a process that should include catching up on the latest .

How to choose a 529 Plan for college savings -- not quite everything you need to . the rules, prepaid plans are treated more severely than savings plans .

All MSRB rules apply to transactions in 529 Plans unless a specific exemption . MSRB rules of particular interest to members selling 529 Plans include: .

Choose your plan based on its performance & resident tax rules, not college location. A student from NY can go to school in CO and use a 529 Savings Plan .

2 posts - 2 authors - Last post: Jan 26, 2010Greetings all. I wondering if any one is well versed in the finer rules of the 529 plans. My understanding, and correct me if you think I'm .

This article answers questions about withdrawing college savings for non-college costs, like paying a family's bills. It covers the unique rules, penalties, .

5 posts - 5 authors - Last post: Mar 1I've heard it stated for several years (perhaps erroneously) that 529 plans ( both regular and 529/UTMA) don't get included on the FAFSA .

Mar 17, 2011 . 529 Plans Overview; Benefits of 529 Plans; 529 Plans Rules; Education Expenses; Designated Beneficiary; Contribution Limits .

Aug 25, 2010 . With ScholarShare, California's official 529 college savings plan, earnings on investments grow tax-deferred, and disbursements, .

Custodial 529 accounts have their own set of special rules that are defined by the 529 plan administrator. One big difference is in the ownership rules. .

Mar 17, 2011 . Parentables is a site about the modern state of parenthood, where parents from all walks of life can learn from each others' foibles and .

Withdrawals from a 529 plan are tax-free to the extent your child (or other . This happens because of the coordination rules (aka anti-double-dipping .

To qualify as a 529 plan under federal rules, a state program must not accept contributions in excess of the anticipated cost of a beneficiary's qualified .

How to choose a 529 savings plan. Just about every state offers a 529 plan. The quality of the plans, and their rules and regulations, vary dramatically. .

And unlike other types of tax-deferred plans, such as 401K plans, IRS rules allow only a single exchange/reallocation of assets per year, in a 529 plan. .

Different states, different 529 plan rules. 08/06/2007. QUESTION: Dear Joe .

Some states' 529 plan rules allow taxpayers to receive a tax deduction for contributions, but there may be certain requirements. .

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