Savings Plan

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529 Education Savings Plan Updates under Tax Reform

By | 2018-09-10T05:36:55+00:00 September 10th, 2018|Categories: September 2018, Tax Tips|Tags: , |

Taxpayers with school-age children should be aware of three recent tax law changes affecting 529 education savings plans. Tuition refunds The PATH Act change added a special rule for a beneficiary of a 529 plan, usually a student, who receives a refund of tuition or other qualified education expenses. This can occur when a student drops [...]

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