Browse Series 6 Exam Prep
5.3 Education Savings Accounts
In this section
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5.3.1 529 Plans
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Prepaid Tuition Plans: Understanding 529 Prepaid Tuition Plans for College Savings
Explore the advantages and limitations of prepaid tuition plans, a type of 529 plan designed to help families manage future college costs by locking in current tuition rates.
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College Savings Plans: Understanding 529 Plans for Education Expenses
Explore the benefits and features of 529 College Savings Plans, including tax advantages, investment options, and flexibility for education expenses.
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Prepaid Tuition Plans: Understanding 529 Prepaid Tuition Plans for College Savings
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Coverdell Education Savings Accounts: A Comprehensive Guide
Explore the intricacies of Coverdell Education Savings Accounts (ESAs), including their benefits, contribution limits, income restrictions, and qualified expenses. This guide provides a detailed overview for Series 6 Exam candidates and financial professionals.
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Tax Treatment of Education Accounts
Explore the tax treatment of education accounts, including 529 plans and Coverdell ESAs, in our Series 6 Exam Mastery guide. Understand tax-deferred growth, tax-free withdrawals, and penalties for non-qualified withdrawals.
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