529 Purchase Protection
What is Purchase Protection, how to ensure expense coverage, track and check coverage usage, handle IRS audits and penalties, and understand the policy's features including coverage tiers
17 articles
What is 529 Purchase Protection?
Is 529 Purchase Protection an insurance policy?
How does 529 Purchase Protection help me track my eligible expenses?
What are the coverage tiers available in 529 Purchase Protection?
How do I make sure an expense will be covered by 529 Purchase Protection?
How do I check how much of my coverage I have used?
What do I do if I get a notice letter from the IRS about my 529 spend?
What if the IRS still imposes taxes or penalties?
What is the difference between Tuition and Non-Tuition Expense coverage?
What are the eligible expenses covered under this policy?
Are there any limitations on Non-Tuition Expense coverage?
What is the Purchase Period and Protection Period in the policy?
What does the Certificate of Purchase Protection include?
How do I make a claim if the IRS imposes taxes or penalties?
What is the 10-day money-back guarantee?
How do I submit an expense to be added under my policy
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