What Are The Rules For Tax-Free 529 Account Withdrawals?
Автор: Smart Start Education Fund
Загружено: 2026-01-25
Просмотров: 4
Описание:
You've worked hard saving for college, and now it's time to use those funds wisely. This video breaks down the essential rules for making tax-free withdrawals from your 529 account, ensuring you maximize your savings without unexpected tax surprises.
Learn how to navigate 529 withdrawals:
► Understand the core principle: withdrawals must be used for qualified education expenses to remain tax-free.
► Discover what expenses count as "qualified," including tuition, fees, books, supplies, and specific room and board situations.
► Learn about additional eligible expenses such as computer technology, internet access, and K-12 tuition up to $10,000 per year.
► Find out why diligent record-keeping is crucial and how to avoid 'double-dipping' on tax benefits.
#529Plan, #TaxFree, #CollegeSavings, #EducationFunding, #FinancialPlanning
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