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[PDF File]FEBRUARY 2019 529 plans and state tax benefits
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to in-state 529 plans. 529 college savings plans allow you to invest and grow your assets free from federal and state taxes with tax-free withdrawals for qualified educational expenses.1 In addition, many 529 plans offer investors tax benefits at the state level, which makes your goal of paying for college even more achievable.2

[PDF File]529 plans and state tax benefits
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3 Arkansas also offers a state income tax deduction for contributions to 529 plans from other states, however, this deduction is less than the deduction for contributions made to Arkansas-based 529 plans. NEW YORK’S ADVISOR-GUIDED PLAN OFFERS STATE TAX BENEFITS TO ACCOUNT OWNERS WHO ARE NEW YORK TAXPAYERS. CONSULT YOUR FINANCIAL AND TAX ADVISORS

[PDF File]529 plans and state tax benefits - J.P. Morgan
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With New York’s 529 Advisor-Guided College Savings Program, New York taxpayers can deduct up to $5,000 in contributions from their state income taxes each year ($10,000 if married filing jointly).2 n TAX PARITY STATES These states offer a tax deduction for contributing to any 529 plan, including out-of-state plans that may be more attractive

Ohio’s 529 Plan, CollegeAdvantage
Qualified distributions from Ohio and non-Ohio 529 plans are exempt. Ohio also exempts distributions from a Ohio 529 plan attributable to the beneficiary's death, disability, or receipt of a scholarship. State tax treatment of rollovers: Ohio follows federal tax-free treatment except that outbound rollovers appear subject to the recapture of prior

CollegeBound 529: 529 plan state tax information (PDF)
Things to consider when choosing a 529 plan • axT-parity ats. et s States that offer a state tax deduction for contributing to 529 plans, including both in-state and out-of-state plans. • axT-neutratal s. et s States that offer no state tax deduction for contributions to a 529 plan. • In-state tax benefit.

[PDF File]BlackRock CollegeAdvantage 529 Plan Sponsor: Ohio Tuition …
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The BlackRock CollegeAdvantage 529 Plan is a 529 advisor-sold college savings plan designed to help individuals and families save for college expenses through a tax- favored investment sponsored by the State of Ohio. The Plan is a subset of the CollegeAdvantage 529 Savings Plan for the State of Ohio, which is

[PDF File]INVESTMENT OPTION CHOICES
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Ohio’s Direct 529 Plan is a lower-cost college-savings program that you set up and maintain yourself. Are you interested in ready-made investment portfolios? That’s why Ohio’s Direct 529 Plan offers options for savers of all experiences levels and risk tolerances, including ready-made age-based and ready-made risk-based portfolios. Use ...

[PDF File]Ohio’s 529 Plan: Benefits for Students in Grades K-12
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What is Ohio’s 529 Plan? When the Federal Tax Cut and Jobs act was passed, Ohio law was not consistent in granting 529 coverage for K-12 expenses. Sub.SB22, effective March 30, 2018, conforms Ohio 529 plans to federal law by expanding coverage to K-12. Where can I find more information? The Ohio Tuition Trust Authority manages Ohio’s 529 ...

[PDF File]Comprehensive Advertising, Marketing Services for Ohio’s 529 …
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Ohio’s 529 Plans are offered to Ohio families as well as families throughout the country, although marketing efforts to date have been limited to Ohio only. The 529 market is competitive as families seek low-fee, performance-driven investments that offer long-term savings opportunities coupled with federal and state tax benefits.

[PDF File]Ohio Tuition Trust Authority Prepared Testimony for the Ohio ...
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14-04-2016 · In 1996, section 529 was added to the Federal Internal Revenue Code to provide U.S. citizens with a federal tax-advantaged way to save for college education expenses. Then in 2000, state legislation authorized Ohio to offer variable savings plans which were launched with both a Direct Plan and an Advisor Plan. This same legislation also ...

State of ohio 529 plans