Retirement
529 plan
An education savings arrangement with an account owner and a separate beneficiary or student.An education savings arrangement with an account owner and a separate beneficiary or student.
Why a household might care
Helps connect the plan, owner, institution, beneficiaries, and supporting records.
Things to review
Education-related saving for a named beneficiary Review the plan type, owner, administrator, beneficiary references, and current records. Educational information only — not tax or investment advice.
Key points
- An education savings arrangement with an account owner and a separate beneficiary or student.
- Permitted uses, beneficiary changes, tax treatment, and program rules vary by jurisdiction and plan.