529 plan refund

529 plan recapture scenarios after student withdrawal (refund, taxability)

Ever wondered what happens to your 529 plan funds if your student decides to withdraw from college? It’s a common scenario that can leave families confused about potential refunds and tax consequences. Understanding 529 plan recapture scenarios afte…

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529 plan penalty exception cases (scholarship, disability, refund)

Have you ever wondered what happens to your 529 plan if your child receives a scholarship, faces a disability, or you need to request a refund? Navigating the rules around 529 plan penalty exceptions can be confusing, especially when life throws une…

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