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SIE: Investment Companies & Packaged Products
SIE practice questionmedium529 Plans

Which is NOT a feature of 529 college savings plans?

  1. APenalty-free withdrawal for qualified education expenses
  2. BFederal income tax deductions for contributions✓ Correct answer
  3. CState tax benefits may apply
  4. DHigh contribution limits
Explanation

Why BFederal income tax deductions for contributions

B is correct; contributions to 529 plans are not deductible from federal income taxes. A, C, and D are all true features of 529 plans.

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