529 Plan FAQ
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What is a 529 plan?
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What if the beneficiary decides not to go to college?
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Can an account owner transfer a 529 plan to another person?
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What is considered a qualified higher education expense?
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Can my client have more than one account owner or more than one beneficiary?
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What is the maximum or the minimum amount that can be contributed to a 529 account?
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Who can contribute to 529 accounts, and are those people eligible for the tax deduction as well?
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Are my clients guaranteed to make money on an investment in a 529 plan?
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How do I get started?
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How do I withdraw funds from my account to pay for my child’s expenses?
Disclosures
Columbia Management Investment Distributors, Inc., member FINRA, is the distributor and underwriter for the Future Scholar 529 College Savings Plan Financial Advisor Program.
