SECTION 529 PLANS - IRS & Congress Approved
ESTATE TAXATION - contributions of up to $236,000 may be reduced from one’s estate taxation.
GIFTING TAX ADVANTAGE - up to $55,000 may be gifted in any one year to any number of qualified beneficiaries without paying any gift taxes.
INCOME TAX ADVANTAGES - tax deferral and tax free access for higher education?
MINIMUM DEPOSITS - typically $250 with $50 monthly contributions.
OWNER - the owner may be a parent, grandparent, uncle, aunt or other family member who names a beneficiary - whether directly related or not.
TIME LIMIT ON USING FUNDS - funds may be used 30 years after the beneficiary graduates from high school or 30 years from the date the plan was established.
CONTROL - the owner, not the beneficiary controls the funds - even after the college bound child reaches age 18 or older. If the child does not go to college the owner may change beneficiaries.
GRANDPARENTS OWNERSHIP - parents or children owning a college fund will count against them when completing college aide forms. Grandparents, uncles and aunts and cousins can often be the best owners to maxamize college aid loans and grants.
INVESTMENT OPTIONS - your choices will depend on child’s age.

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