Personal Investments • How do 529 withdrawals work?

I have made payments (so far one) directly to the educational institution from the 529.
I would think that's the simplest. Is there a reason to do it differently?

Our 529 charges a fee for doing so, while withdrawal to checking has no fee. Not sure if fee is a qualified expense. Plus the contribution/earnings breakdown got messed up with the fee. So, I am not doing direct payments anymore.

Statistics: Posted by rkhusky — Mon Jul 15, 2024 9:13 am — Replies 16 — Views 2223

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