The Section 529 plan: A versatile financial planning tool
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Description
Abstract: Not only can Section 529 plans be used to save for college, but they offer some unique estate planning benefits. This article explains how contributions to 529 plans, like trusts, are considered completed gifts, so they’re removed from a contributor’s taxable estate. The article also discusses how the SECURE 2.0 Act has changed rules regarding overfunded plans. A sidebar lists options for excess 529 plan funds.
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