529 Plan Eligible Expenses

In my previous videos, I covered what a 529 plan is, and explained their advantages and disadvantages. Today, we're diving a little deeper about this amazing plan and the extensive list of its eligible expenses.

0:00 Introduction
1:54 529 Qualified expenses: what can you use 529 money for?
6:48 Provision of a 529 plan: the adjusted qualified education expense (AQEE)
7:14 How do you calculate qualified education expenses?
7:37 Non-qualified expenses of a 529 plan: what you can't pay for with a 529 plan

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DISCLAIMER: THIS VIDEO IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE CONSTRUED AS TAX, FINANCIAL, OR LEGAL ADVICE. EVERY PERSON’S SITUATION IS DIFFERENT AND YOU SHOULD CONSULT WITH YOUR OWN FINANCIAL AND TAX ADVISOR FOR ADVICE SPECIFIC TO YOUR SITUATION. COMMENTS ARE NOT REVIEWED