College Planning

How to Withdraw Money from Your 529 Plan

Money saved in a 529 plan can be withdrawn tax-free to pay for qualified education expenses. It’s up to the 529 plan account owner to calculate the amount of the tax-free distribution and how they want to receive the funds. Withdrawal requests can usually be made on the 529 plan’s website, by telephone or by mail.

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College Planning Articles

Can You Use a 529 Plan to Pay for Trade School?
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How to Fill a College Savings Gap
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American Opportunity Tax Credit (AOTC)
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How do 529 plans work?
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Tools & Calculators

Savings vs Loans calculator

Find out what you can save by contributing to a 529 plan today instead of paying off a student loan later

Compare your savings options

How does each option affect financial aid?

Financial Aid Calculator

Get an estimate of your child's financial-aid eligibility (EFC)

Financial Aid Video