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Smart Savers Blog

529 Plans and Your Tax Return

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While 529 plans are relatively low-maintenance savings vehicles, there are times when account activity will need to be included on your tax return.


College Savings 101

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Resources to help you learn

Frequently Asked Questions

Find answers to the most common questions about 529 plans.

Smart Savers Academy

Tune in to a live episode and ask questions of the presenter, or watch a previously recorded webinar below.

Invest529 Portfolio Performance

Review and compare historical returns of Invest529 portfolios.