The Best Way to Save for College: A Complete Guide to Section 529 Plans |
Common terms and phrases
529 account Accepts contributions account assets account balances Account changes account maintenance fee account owner age limitations Age-based investment option annual account maintenance annualized program management automatic investment beneficiary reach change beneficiary changes that meet conforms to federal Contributions are initially Coverdell account equity FAFSA federal tax law Fees and expenses Fidelity Investments financial aid fixed income gift tax higher education expenses index fund initially placed INTERNET investment changes IRS regulations law and IRS limitations on beneficiary Maximum contributions Minimum initial contribution name a successor non-qualified withdrawals open an account payments portfolio corresponding prepaid programs program accepts requests program management fee PROGRAM NAME qualified distributions requests to change requirements of federal rollovers and investment Roth IRA Rowe Price Section 529 Special considerations Static investment options student financial aid successor owner taxable TIAA-CREF transact rollovers transfer account ownership tuition U.S. citizens U.S. savings bonds Underlying investments underlying mutual funds Upromise UTMA/UGMA custodians