529 plan rules

529 rollover rare rules (limits, exceptions, contributions)

Have you ever thought about moving the funds from one 529 plan to another but weren’t sure about the limits, exceptions, or contribution rules involved? You’re not alone—many families want to optimize their college savings but get puzzled by the rar…

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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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