CWG Advisors
CWG Advisors
CWG Advisors

529 Plan Recontributions

A 529 College Savings Plan is a powerful tool for funding education, offering tax advantages to help families save for future tuition and related expenses.

However, navigating the specifics of 529 plan distributions can be complex. Understanding the distinctions between qualifying and non-qualifying distributions and the potential tax implications is crucial to maximizing the benefits of your 529 plan.

529-plan-cover

In this white paper, we explain...

  • How 529 College Savings Plans work
  • The difference between qualifying and non-qualifying distributions
  • How tuition refunds can trigger a taxable event
  • How to properly recontribute a tuition refund to a 529 Plan

Fill out the form below to receive your free copy

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