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  1. Wealthfront Support
  2. Investment Accounts
  3. 529 College Savings Plan

529 College Savings Plan

  • ★ What is a 529 plan?
  • How can friends and family contribute to my 529 account?
  • Can I use the funds in the 529 account for K-12 education expenses?
  • What are the benefits of a 529 plan?
  • I’m not a Nevada resident. Can I use the Wealthfront 529 College Savings Plan?
  • Who can open a 529 account?
  • How will Wealthfront invest my 529 account?
  • What fees will I pay for a 529 account?
  • Does the 529 account owner have to be related to the beneficiary?
  • Who can be a 529 account beneficiary?
  • What if the 529 beneficiary receives a scholarship?
  • Can I move over another 529 account at a later date?
  • How often can I move over a 529 account?
  • Is the student required to attend an in-state school to use a 529 plan?
  • When can I make withdrawals from my 529 account?
  • How do I make withdrawals from my 529 account?
  • What if I move to a different state? How does this affect my 529 account?`
  • Is paying off a student loan a qualified higher-education expense for 529 plans?
  • What if I don't use the money in my 529 account for a qualified higher education expense?
  • How do I know which educational institutions are eligible for 529 plans?
  • Is my 529 account value updated in real-time?
  • Where can I see my investments and the value of my 529 account?
  • Are investments in the Wealthfront 529 College Savings Plan guaranteed?
  • Can I make an investment change in my 529 account?
  • What are the expected benefits of a 529 Plan glide path?
  • How did Wealthfront recommend my 529 investment plan and glide path?
  • What happens if the 529 beneficiary drops out of school or reduces their full-time status?
  • What tax documents should I expect to receive for my 529 account?
  • Are my 529 plan contributions subject to federal gift tax?
  • Are withdrawals from a 529 plan exempt from state income tax?
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