Looking for More Ways to Save?
Some of the reasons our account holders opened a SMART529 Select account, are:
Account Owner Control
1 Qualified Higher Education expenses include room and board, required supplies and equipment, books, tuition and fees. Non-qualified withdrawals are taxable as ordinary income to the extent of earnings and may also be subject to a 10% federal income tax penalty. Such withdrawals may have state income tax implications.
2 For the definition of “Eligible Family Member,” please see Offering Statement