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529 plan guidance for college savings and tax benefits
Edward Jones outlines how a 529 education savings plan can ease college costs for families. It explains tax deferral, potential state tax benefits, FAFSA considerations, and eligible uses including K-12, apprenticeships, and student loan repayment. It also notes transferability and the SECURE 2.0 option to move unused funds to a Roth IRA with limits.
MENTIONED IN THIS ARTICLE
College Board
US Department of Labor
Edward Jones
Sipc Research
Collegeboard. Org