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. .

5 posts - 3 authors - Last post: Feb 27that 529 plans (both regular and 529/UTMA) don't get included on . . that the rules for FAFSA treatment of 529s have, indeed, changed. .

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

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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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. .

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 .

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 .

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

May 28, 2011 . Ask friends and family members who are currently contributing to a 529 plan for advice about making a well-informed decision. .

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 .

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 .

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

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

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 .

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 .

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

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. .

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529 Plans - Withdrawals Rules and Contribution Limits . Section 529 Savings Plans - Withdrawal Rules and Treatment of . .

529 rules apply to many foreign schools. 12/31/2007. QUESTION: Dear Joe, If I open a 529 college savings plan for our grandchildren, will they be able to .

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 .

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

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

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

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.

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, .

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

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 .

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 .

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? .

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Under current federal financial aid rules, as owner of the college savings plan your child is considered to have 35% of 529 plan assets available each year .

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 .

This book (from a Sensible-Investor affiliate) examines 529 Plans in detail. . the rules, prepaid plans are treated more severely than savings plans under .

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

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 .

Jan 14, 2010 . Q. What is the main advantage of a typical 529 plan? . For a general discussion of gift tax rules, see IRS Publication 950, .

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

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

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.

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

There are two types of 529 plans: prepaid plans and savings/investment plans. . . (e) Other definitions and special rules. For purposes of this section-- .

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 Best Way to Save for College - A Complete Guide to 529 Plans, 2011 . This happens because of the coordination rules (aka anti-double-dipping rules) .

4 posts - 3 authors - Last post: Feb 27I've heard it stated for several years (perhaps erroneously) that 529 plans ( both regular and 529/UTMA) don't get included on the FAFSA .

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

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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 .

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