ACap ReCap: Financial and Tax Tips

What Are 529 Plan Eligible Expenses?

Ara Oghoorian Season 6 Episode 1

In my previous episodes, I talked about what a 529 Plan is and shared its advantages and disadvantages. In this episode, we’re diving deeper into this amazing plan to uncover the full list of eligible expenses. From tuition and books to adjusted qualified education expenses (AQEE) and what doesn’t qualify, this episode has all the insights you need to make the most of your 529 Plan.

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DISCLAIMER: THIS VIDEO IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE CONSTRUED AS TAX, FINANCIAL, OR LEGAL ADVICE. EVERY PERSON’S SITUATION IS DIFFERENT AND YOU SHOULD CONSULT WITH YOUR OWN FINANCIAL AND TAX ADVISOR FOR ADVICE SPECIFIC TO YOUR SITUATION. COMMENTS ARE NOT REVIEWED