Are 529 Distributions Taxable? a Complete Guide for 2026
The first tuition bill arrives, and the relief of finally using your 529 plan lasts about five minutes. Then the questions start. If you move money from the account today, is it taxable? What if some of it goes to housing? What if your student got a scholarship? What if the school sends a refund […]
529 Room and Board: A 2026 Guide to Qualified Expenses
Your student picked the school. Then the housing bill showed up. Now you're looking at dorm invoices, apartment listings, meal plan options, grocery runs, and a 529 account you've funded for years. The obvious question is whether that money can cover housing without creating a tax problem. The answer is yes, but only if you […]