Your Fall 529 Checkup: Review Expenses Before Year-End
Fall is a good time to compare college expenses, scholarships, and 529 withdrawals. Use this practical checkup to find missing records before year-end.
What Can a 529 Plan Actually Pay For?
Learn which education expenses qualify for tax-free 529 plan withdrawals, which expenses usually do not qualify, and why good documentation matters when using your 529 savings.