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Smart Savers Academy

Manage My Accounts On Demand

Withdrawing from Invest529 as a Reimbursement for Qualified Expenses

37:59

What expenses can I use my 529 for? Can I pay out of pocket and reimburse myself? Do I have to submit a receipt? What are the tax consequences? As the time for college approaches, many families find themselves asking these questions. Join this session to learn the process of withdrawing from Invest529 as a reimbursement for qualified expenses paid out of pocket. 

On Demand

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Sep
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