Whether you're investing for a child, grandchild or even yourself, a 529 college savings plan offers tax advantages, diverse investment options and high contribution limits to help you save for future higher education expenses.
Consider a 529 college savings plan for:
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1 To be eligible for favorable tax treatment afforded to any earnings portion of withdrawals from Section 529 accounts, such withdrawals must be used for "qualified higher education expenses," as defined in the Internal Revenue Code. Any earnings withdrawn that are not used for such expenses are subject to federal income tax and may be subject to a 10% additional federal tax, as well as applicable state and local income taxes.
2 Section 529 plans are established by various states and are offered to residents of all states. Depending on the laws of the customer's home state, favorable tax treatment for investing in a Section 529 plan may be limited to investments made in a Section 529 plan offered by the customer's home state. Consult your personal tax or legal advisor before making tax or legal-related investment decisions.
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