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2. 529 Plan Withdrawals: Here’s Everything You Need to Know - AOL

   www.aol.com/news/529-plan-withdrawals-everything...

   After years of investing in your children’s college education, you’re ready to reach into your 529 college savings plan and send your kid off to the best years of his or her life. But while ...

3. How to pick the best 529 plan - AOL

   www.aol.com/finance/pick-best-529-plan-173608708...

   Here are five of the top 529 plans: Ohio’s 529 plan, CollegeAdvantage. New York’s 529 plan, Direct Plan. Wisconsin’s 529 plan, Edvest. West Virginia’s plan, Smart 529 WV Direct College ...

4. What Is a 529 Plan? Everything You Need to Know - AOL

   www.aol.com/529-college-savings-plans-worth...

   A 529 plan is something like a Roth IRA or 401(k) plan designed for educational savings. ... The owner chooses the beneficiary, selects the investments and determines when withdrawals will be made ...

5. Putnam Investments - Wikipedia

   en.wikipedia.org/wiki/Putnam_Investments

   Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. Putnam is currently a subsidiary of Franklin Templeton Investments.

6. 529 plan - Wikipedia

   en.wikipedia.org/wiki/529_plan

   529 plans are named after section 529 of the Internal Revenue Code — 26 U.S.C. § 529. While most plans allow investors from out of state, there can be significant state tax advantages and other benefits, such as matching grant and scholarship opportunities, protection from creditors and exemption from state financial aid calculations for ...

7. UGMA vs. UTMA vs. 529 Plans: Which One Should You Choose? - AOL

   www.aol.com/finance/ugma-vs-utma-vs-529...

   The specific options may also vary depending on the chosen plan provider but can include mutual funds and ETFs. Contribution Limits Under IRS rules, contributions to UTMA/UGMA and 529 accounts are ...

8. 529 plan vs. Roth IRA: Here’s how families can use ... - AOL

   www.aol.com/finance/529-plan-vs-roth-ira...

   While the maximum contribution in each state’s plan may differ, any contributions over the maximum gift tax exclusion – $18,000 for 2024 – could make you liable for gift taxes. In contrast ...

9. 2003 mutual fund scandal - Wikipedia

   en.wikipedia.org/wiki/2003_mutual_fund_scandal

   On December 3, 2003, the SEC proposed new rules to stop after-hours trading in mutual funds. [9] [10] On December 18, 2003, the SEC “announced an enforcement action against Alliance Capital Management L.P. (Alliance Capital) for defrauding mutual fund investors. The SEC ordered Alliance Capital to pay $250 million.