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Succession of 529 Plans and TMA Accounts you are the owner of a 529 Plan or the custodian of a TMA account, do you know who will take over as owner or custodian at your death? It is important to plan

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How to fill out succession of 529 plans

01

Step 1: Gather all necessary information, such as the beneficiary's name, Social Security number, and date of birth.

02

Step 2: Research and select a suitable 529 plan that aligns with your financial goals and investment preferences.

03

Step 3: Complete the application form provided by the selected 529 plan. Ensure that all required fields are accurately filled out.

04

Step 4: Decide on the contribution amount and choose how often you want to make contributions. Many 529 plans allow for automatic contributions from a bank account.

05

Step 5: Provide any additional documentation or forms required by the specific 529 plan, such as proof of residency or identification.

06

Step 6: Review the details of the completed application and make any necessary corrections before submitting it.

07

Step 7: Submit the filled out application along with any required fees or initial contributions. This can typically be done online or through mail.

08

Step 8: Keep track of your contributions and regularly monitor the account's performance. Consider adjusting your investment strategy as needed.

09

Step 9: Stay informed about any changes in tax laws or regulations related to 529 plans to ensure compliance.

10

Step 10: It is recommended to consult with a financial advisor or tax professional to fully understand the implications and benefits of succession planning for 529 plans.

Who needs succession of 529 plans?

01

Parents or legal guardians who want to save for their child's education expenses

02

Grandparents or other family members who wish to contribute towards a child or grandchild's educational savings

03

Individuals who anticipate future educational expenses and want to start saving early

04

Those who want to take advantage of potential tax benefits associated with 529 plans

05

Anyone interested in securing funds for higher education without being tied to specific institutions or geographical limitations

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