Are There Tax Implications If I G...

Are There Tax Implications If I Give A 529 plan To Someone Else?

Prepare For College, LLC por Chuck Moore, CCFC, Al Hoffman, CCA and Gary Carpenter, CPA, CCA
12 sept 2025
13:35

Notas del episodio

Today, we’re answering a question a lot of parents and grandparents have: What happens if you change the beneficiary of a 529 plan to someone outside the family? Are there any tax implications, and if so, who actually pays the taxes and penalties?

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college
college financial aid
College Affordability, College Cost Reduction, How To Pay For College
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College Cost