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Practical Tax Insights & EA Exam Resources from a U.S. Enrolled Agent

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529 plan

홈 » 529 plan
“Unused 529 funds with a tax-free exit option in 2026, illustrated by college savings jar, graduation cap, and calculator”
English

Have Money Left in a 529 Plan? Can You Move It Tax-Free to an ABLE Account for a Disabled Family Member? (2026 Update)

In 2026, unused 529 funds may be rolled into an ABLE account tax-free if timing, limits, and family rules are met.

Can a 529 plan pay for professional certifications and non-degree programs
English

Can You Use a 529 Plan for Certifications or Trade Programs Without a Degree? (Updated: Jan 2026)

How 529 funds can cover certain certifications and non-degree programs under 2025–2026 rules.

Can you use a 529 plan for certifications and job training instead of college
Korean

529 플랜으로 자격증·직업교육(학위 없는 과정) 비용도 세금 없이 쓸 수 있을까? — 2025~2026 최신 기준으로 “가능/불가능” 실무 정리 (Updated: Jan 2026)

2025 OBBBA 이후 529로 자격증·직업교육(학위 없는 과정) 비용을 세금 없이 쓰는 조건, 연도 매칭 경고, 체크리스트를 EA 실무 기준으로 정리.

2026년부터 시작되는 미국 연방 세금 변경 사항을 알리는 2025 달력 이미지
English

“Why Does My 2026 Tax Look So Different?” — 7 Major Tax Changes to Prepare for Before 2026 Hits

Major 2026 tax shifts affect AMT, childcare credits, 529 plans, charitable deductions, and energy incentives. Prepare in 2025.

Comparison of AOTC and LLC education tax credits showing which tax credit saves more money for the 2026 tax filing season
Korean

2025년 AOTC vs LLC, 우리 집 교육비는 어떤 크레딧 조합이 가장 유리할까? (Updated: Jan 2026)

2025 AOTC·LLC 규정과 MAGI 한도, 1098-T·장학금·529 중복 금지까지 실무 기준으로 정리합니다.

녹색 책 위에 놓인 졸업 모자, 옆에는 계산기와 서류가 있는 교육 세금 팁 관련 이미지입니다.
English

Part 5: 529 & ESA Plans Made Simple — How to Turn Tuition Into Tax-Free Growth in 2025

A practical 2025 guide to 529 and ESA plans, including tax-free growth, K-12 rules, scholarship coordination, AOTC conflict avoidance, and real EA planning strategies.

졸업모자, 책, 계산기가 놓인 책상. 제목: Education Tax Tips.
English

Part 1: The Ultimate 2025 Education Tax Roadmap — Maximize Credits, Scholarships, 529 Plans & Student Loan Savings

A complete 2025 education tax roadmap explaining scholarships, AOTC, LLC, 529 plans, loan deductions, and how to avoid overlap to maximize savings.

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