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Ask an expert: Can I use 529 plan funds to pay for college and get the American Opportunity Tax Credit?

The IRS rules regarding the coordination of 529 plan withdrawals and education tax credits can get a little tricky. Marguerita Cheng elaborates on this frequently-asked question.

| 529 plan | | education tax credit | | American Opportunity Tax credit | | 529 plan withdrawals | | paying for college | | taxes | | ask an expert |

Ask an expert: Can I claim any higher education tax benefits for a non-dependent child?

As the deadline to file your taxes draws near, Marguerita Cheng of Blue Ocean Global Wealth offers an answer to this frequently-asked question concerning higher education tax credits.

| Ask an expert | | 529 plans | | tax credits | | education tax credits | | tax planning | | saving for college |

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