PC-ES 529 College Savings Plans PC1349-Digital

EDUCATION PLANNING

529 COLLEGE SAVINGS PLANS

What You Need To Know About 529 Plans

A 529 Plan is an education savings plan operated by a state that allows you to create an investment account that is earmarked for post-secondary education expenses for the person for whom the account is established.

FIVE KEY BENEFITS OF 529 PLAN

1. TAX BENEFITS

   If the proceeds are used solely for qualified educational expenses (e.g., tuition, room, board, fees, books, or

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