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General Discussion
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1
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Any suggestions on moving a 529 plan to another state without resetting the 15 year rule for Roth IRA conversions?
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Uncategorized
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5
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Closing out 529 plan - some questions about whom (account owner or beneficiary) to send the distribution
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529 plans
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2
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Student Loans and 529s
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General Discussion
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1
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What is YOUR 529 story?
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General Discussion
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4
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K-12 Withdrawals
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529 plans
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2
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Virginia 529 FDIC Insured Portfolio
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Uncategorized
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1
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Transfers to Second Cousins?
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529 plans
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4
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Question on Excess Contribution and Distributions to 529
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529 plans
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5
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529 Roth IRA rollover process
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Uncategorized
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5
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529 Distribution is taxable?
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529 plan withdrawals
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6
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How can the parent repay their own federal and private parent loans with a 529 Plan?
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529 plan withdrawals
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4
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Can I use the 529 fund to pay for housing over the COA for an out-of-state internship?
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529 plans
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3
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15 years Roth conversion rule for 529 rolled over from another state
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Uncategorized
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2
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Nevada age of majority
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Custodial accounts
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3
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Can I make qualified withdrawal from 529 after graduation?
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529 plan withdrawals
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2
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529 Withrawal Submitted 12/30/23 not included in 2023 1099-Q
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529 plan withdrawals
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6
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Coverdell and Full Ride
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Uncategorized
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3
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Scholarship withdrawal from 529 tax free
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529 plan withdrawals
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5
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Can we use my son's 529 to buy tools for his automotive technician coop?
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Uncategorized
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2
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Using a a Trust to Fund a 529
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Taxes
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2
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Transferring a UTMA 529 to another child
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General Discussion
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4
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529 Ownership: Independent Student or Independent Student's Parents
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529 plans
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3
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Rollover Or Transfer?
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529 plans
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5
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Michigan Tax Deduction
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Uncategorized
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2
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Room and Board Qualified for 529?
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529 plan withdrawals
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3
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Is this a qualified withdrawal
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Uncategorized
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2
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Coverdell to 529 rollover to take advantage of Secure 2.0 Roth conversion
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General Discussion
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1
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Qualified Transportation Costs
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Uncategorized
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2
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Independent student's income and financial aid
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Uncategorized
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5
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