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Smart Savers Academy

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Withdrawing from Invest529 as a Reimbursement for Qualified Expenses


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. 

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Frequently Asked Questions

Find answers to the most common questions about 529 plans.

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Invest529 Portfolio Performance

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