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Kiplinger
Kiplinger
Business
Joy Taylor

Expert Tax Tips for Excess 529 Plan Funds: The Tax Letter

529 Plan is written on a graduation cap resting on a stack of cash. .

Getting the right tax advice and tips is vital in the complex tax world we live in. The Kiplinger Tax Letter helps you stay right on the money with the latest news and forecasts, with insight from our highly experienced team (Get a free issue of The Kiplinger Tax Letter or subscribe). You can only get the full array of advice by subscribing to the Tax Letter, but we will regularly feature snippets from it online, and here is one of those samples…

Saving or paying for college can be expensive. 529 plans can blunt the cost. But what if the 529 account has funds left after the beneficiary’s education, or that beneficiary decides not to attend college or any apprentice program? 

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