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529 Plans Explained: The Complete College Savings Guide | Finzony United States

Academy529 Plans / College Savings

COMPLETE COURSE

529 Plans / College Savings

Everything about 529 college savings plans — how they work, contribution limits, tax benefits, investment options, and what happens to unused funds.

3 Modules

9 Lessons

Free forever

Reviewed by Finzony Finance Team

Start From Beginning

529 Basics

Contributing & Investing

Using the Funds

Start First Lesson

Course Modules

Complete each module in order for the best learning experience.

Module 13 lessons

529 Basics

What a 529 plan is, how it compares to other college savings options, and how to choose the right plan for your family.

Start Module

What is a 529 Plan?

529 vs Other College Savings Options

Choosing the Right 529 Plan

Module 23 lessons

Contributing & Investing

Contribution limits, tax benefits, investment choices within a 529, and how gifting from family members works.

Start Module

529 Contribution Limits & Tax Benefits

Investment Options Within a 529

Gifting Contributions to a 529

Module 33 lessons

Using the Funds

What counts as a qualified education expense, what happens to unused funds, and the newer 529-to-Roth IRA rollover rule.

Start Module

Qualified Education Expenses

What Happens to Unused 529 Funds?

529 Rollover to Roth IRA Rules