Series 52: 1.6.2. 529 Education Savings Plans

Taken from our Series 52 Online Guide

1.6.2. 529 Education Savings Plans

A 529 education savings plan is a tax-advantaged savings plan that offers families professionally managed portfolios to help meet the rising costs of education. 529 plans are named after section 529 of the Internal Revenue Code and are legally known as a “qualified tuition plans.” What they qualify for is exemption from federal taxes on

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