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  2. How to pick the best 529 plan - AOL

    www.aol.com/finance/pick-best-529-plan-173608708...

    Here are five of the top 529 plans: Ohio’s 529 plan, CollegeAdvantage. New York’s 529 plan, Direct Plan. Wisconsin’s 529 plan, Edvest. West Virginia’s plan, Smart 529 WV Direct College ...

  3. 529 plan vs. Roth IRA: Here’s how families can use both to ...

    www.aol.com/finance/529-plan-vs-roth-ira...

    While the maximum contribution in each state’s plan may differ, any contributions over the maximum gift tax exclusion – $18,000 for 2024 – could make you liable for gift taxes. In contrast ...

  4. 529 College Savings Plans: The Good, the Bad and the Unranked

    www.aol.com/2012/12/13/529-college-savings-plans...

    Morningstar (MORN) has published its annual analysis of America's best and worst 529 college savings plans. If you have kids -- and higher-education-related hopes for them -- here's what you need ...

  5. 529 plan - Wikipedia

    en.wikipedia.org/wiki/529_plan

    A 529 plan, also called a Qualified Tuition Program, [ 1] is a tax-advantaged investment vehicle in the United States designed to encourage saving for the future higher education expenses of a designated beneficiary. In 2017, K–12 public, private, and religious school tuition were included as qualified expenses for 529 plans along with post ...

  6. How to open a 529 college savings plan

    www.aol.com/finance/open-529-college-savings...

    The information you will need to open a 529 account may vary by plan. In general, though, expect to be asked for details such as Social Security number (or tax ID), date of birth, and address. You ...

  7. Ascensus - Wikipedia

    en.wikipedia.org/wiki/Ascensus

    Ascensus, LLC. Ascensus, LLC. is an American financial services company that provides financial recordkeeping, tax-advantaged savings and retirement plan services. As of 2024, the company reports that it manages more than 14 million accounts and oversees more than $808 billion in assets under administration.

  8. Is a Custodial or Individual 529 Plan Best for You? - AOL

    www.aol.com/custodial-individual-529-plan-best...

    The exclusion doubles to $32,000 for married couples. So if you have three kids and are married, you could contribute up to $32,000 to a 529 plan for each child. Bottom Line. Choosing a custodial ...

  9. Virginia 529 College Savings Plan - Wikipedia

    en.wikipedia.org/wiki/Virginia_529_College...

    Since 2018, Morningstar has named Virginia's Invest529 plan among the top 529 college savings plans in its annual analysis. [2] [3] [4] According to U.S. News & World Report, Virginia's 529 offers a "whopping" 27 funds and six multi-fund options in its static track. Further, US News reports that "Morningstar applauds the plan’s low costs ...

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