))
529 Plan Ownership Rules Explained
Manage episode 453595599 series 2794666
Content provided by The College Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The College Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
529 plans offer a dedicated way to save for education costs. Generally, parents or grandparents open up 529 accounts to build up a war chest for the beneficiary to eventually use on college or other educational costs.
Since the primary contributor to a 529 isn’t the beneficiary of the account, the ownership rules might feel a bit murky.
We get clear on 529 plan ownership rules in this guide.
853 episoade
Distribuie
