Qualified Education Expenses
Save for a variety of flexible uses beyond tuition
529 plans can be used for a variety of different qualified education expenses at a diverse range of eligible schools across the world.
529 plans are not just for college
529 plans can be used at any eligible school in the U.S. or even the world. This includes graduate schools, community college, technical/vocational schools, or even study abroad programs.
K-12 education Expanded flexibility now allows for the withdraw up to $10,000 tax-free per year in K-12 tuition expenses, although some states still consider K-12 tuition a non-qualified 529 plan expense.
529 plans can be used to fund expenses including fees, books, supplies and equipment required for participation in a registered apprenticeship program.
Save for more than just tuition
Tuition can be expensive, but it’s only part of the total cost. You can also save in a 529 account to pay for a wide variety of other expenses. Along with the expenses listed below, you may also use your account to pay for off-campus housing, special needs services, and up to $10,000 in qualified student loan repayment.
Tuition and fees
Computers and equipment
Student loan repayment
Highly rated. Expertly managed.
Let Invest529 help you reach your savings goals.
Expanding on educational expenses
Qualified expenses FAQs
Learn more about 529s
Learn about the tax benefits of 529 accounts
Online Webinars & Tutorials
View a live or previously recorded webinar to learn more about Invest529
Using Your Invest529 Account
Learn how to use your Invest529 account