529


If 529 plans get taxed, here's another tax-free option

529 - A 529 plan is a college savings plan that offers tax and financial aid benefits. 529 plans may also be used to save and invest for K-12 tuition in addition to college costs.. This publication provides an overview of 529 plans and comparison of the two types of these plans: prepaid tuition and college savings. You will gain some insight as to the advantages and disadvantages associated with the plans, the investment choices and options, the tax implications, and the questions to ask before investing in a 529 plan.. A 529 plan is a tax-advantaged investment vehicle in the United States designed to encourage saving for the future higher education expenses of a designated beneficiary. In 2017, K-12 public, private, and religious school tuition were included as qualified expenses for 529 plans along with post-secondary education costs with passage of the Tax Cuts and Jobs Act.

Investment returns are not guaranteed, and you could lose money by investing in the Direct Plan. For more information about New York's 529 College Savings Program Direct Plan, download a Disclosure Booklet and Tuition Savings Agreement or request one by calling 877-NYSAVES (877-697-2837).This document includes investment objectives, risks, charges, expenses, and other information.. Ascensus Broker Dealer Services, LLC. is the distributor of the CollegeChoice 529 Direct Plan, Learn more about Ascensus Broker Dealer Services, LLC. on FINRA's BrokerCheck. For more information about the CollegeChoice 529 Direct Savings Plan ("CollegeChoice 529"), call 1.866.485.9415 or visit www.collegechoicedirect.com to obtain a Disclosure Booklet, which includes investment objectives. The Pennsylvania 529 College and Career Savings Program sponsors two plans – the PA 529 Guaranteed Savings Plan (GSP) and the PA 529 Investment Plan (IP)..

Virginia529 is the nation's largest 529 Plan and 2017 Morningstar Gold Rating recipient. Learn more about Virginia529's top-rated programs, low fees and tax-advantages.. 529 College Savings Plans. 529 plans provide flexible, tax-advantage accounts designed specifically for education savings. Funds can be used for qualified education expenses for schools nationwide.. CollegeAdvantage offers 529 savings plans that are tax-advantaged, easy-to-manage and low-fee. Explore our quality investment options or enroll today..

Feb 20, 2018  · Q. What is a 529 plan? A. A plan operated by a state or educational institution, with tax advantages and potentially other incentives to make it easier to save for college and other post-secondary training, or for tuition in connection with enrollment or.

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