More Smart Tax Planning with 529 College Savings Plans

In a prior article about saving for college, we outlined some of the many ways to handle overfunded 529 college savings plans and why these underpublicized options justify aggressive funding of 529 plans.  In the opening paragraphs of that article, we explained how the rules treat 529 account funds used for non-qualified expenses: The first [...]

2021-11-16T10:21:19-05:00Education Planning, Financial Planning, Personal Finance|2 Comments
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Is Overfunding 529s Really so Terrible?

Since Section 529 was added to the Internal Revenue Code under the Small Business Job Protection Act of 1996, many families have discovered the significant advantages of the “Qualified Tuition Programs” which we collectively now refer to as 529 College Savings Plans. Among other benefits, these plans offer tax-exempt investment growth for any funds eventually [...]

2021-11-16T10:24:54-05:00Education Planning, Financial Planning, Personal Finance|2 Comments
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