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529 Plan Overview

Save for education tax-smart

529 plans let you invest for qualified education expenses with tax-free growth and possible state benefits, while keeping control of the account and beneficiaries.

How It Works

Contribute after-tax, invest in plan options, and withdraw tax-free for qualified costs.

Benefits

Tax-free growth, high limits, and potential state deductions or credits.

Flexibility

Change beneficiaries or roll to certain plans if needs shift.

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