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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The earnings portion of a non-qualified distribution from a 529 plan is subject to income tax at the beneficiary’s rate, plus a 10 percent tax penalty. There are, however, several exceptions in which the 10 percent tax penalty does not apply, such as death or disability of the beneficiary and receipt of a qualified scholarship by the beneficiary.Read More