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Kentucky Education Savings Plan Trust Annual Rebalance Form

Kentucky Education Savings Plan Trust Annual Rebalance Form 2025

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The document is an Annual Rebalance Form for the Kentucky Education Savings Plan Trust, allowing account owners to rebalance or transfer funds among various investment options within their program account. It outlines instructions for completing the form, including details on rebalancing options, allocation instructions for future contributions, and signature requirements. The form can be submitted twice per calendar year and requires a Signature Validation Program (SVP) Stamp for certain accounts.

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How much can you write off for 529 contributions?

How much of a 529 plan is tax deductible? StateSingle filersJoint filers Alaska No income tax No income tax Arizona $2,000 deduction $4,000 deduction Arkansas $5,000 deduction $10,000 deduction California None None47 more rows Feb 24, 2025

Can you rebalance a 529?

The account owner of a 529 plan holds all of the legal power. They can change the beneficiary or liquidate the account (with penalty) at any time. This could be a disadvantage if the owner of your or your childs 529 plan has a change of heart about where to direct their investment.

How much of my 529 can I use each year?

Your 529 can be used for student loan repayment up to a $10,000 lifetime limit per individual. Up to $10,000 annually can be used toward K-12 tuition (per student). You can transfer the funds to another eligible beneficiary, such as another child, a grandchild, yourself or a friend.

How much can I contribute to my 529 in Kentucky?

Other special features of the KY Saves 529: Tax-deferred growth potential. Tax-free withdrawals for qualified expenses. Gift and estate-tax benefits. Flexibility to use at eligible institutions, including universities, vocational schools, and K-12 programs worldwide.

What is the downside of a 529 plan?

Save as much as you want: While most families are saving for only a portion of their childs future education, you can save up to $450,000 total per all qualified tuition programs sponsored by Kentucky in their name.