Understanding 529 Plans
Use this section to learn about 529 Plans, see answers to commonly asked 529 questions and get the latest news from the 529 industry. You can take a tutorial to explain 529 Plans and learn about how to save for college most effectively.
What is a 529 plan?
Find answers to the most commonly asked questions investors have about 529 plans.
Take our 7 step tutorial to learn about investing in 529 plans.
Grandparents and 529s work well together! In this section we explain gift rules, retirement planning and how best to provide for your grandchild's college education.Learn more
World's Simplest College Calculator
The simplest way to estimate college costs.
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You cannot use a 529 plan to pay for travel and transportation costs. The earnings portion of a distribution from a 529 that is used to pay for travel and transportation expenses will be considered a non-qualified distribution. Non-qualified distributions are taxable at the beneficiary’s rate, plus a 10% tax penalty, as well as recapture of state income tax benefits attributable to the distribution.Read More