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Do 529 plans have official statements?

Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your Financial Advisor. Read it carefully before you invest.

How do you prove 529 expenses?

The rules on 529 plans are strict. The most important one is this: you must use funds in a 529 account to pay for qualified educational expenses. Otherwise, youll owe taxes on the investment gains at whatever the IRS would normally charge you plus an additional penalty rate of 10 percent.

What is the disclosure document for a 529 college savings plan?

Each 529 savings plan typically provides information in a program disclosure document (also referred to as the plan disclosure document) designed to assist investors in making a decision as to whether to invest in the plan and, if so, which investment options to select.

Do 529 accounts have tax statements?

When money is taken out of a 529 account, the plan administrator will send Form 1099-Q to the person who received the distribution and to the IRS. That can be the person who opened the account or the beneficiary. If the money was sent directly to the beneficiarys school, Form 1099-Q will be sent to the beneficiary.