Episode
Series 7 Exam Prep:529 Plans.. Absolutely Testable
- Podcast
- Series 7 Whisperer
- Published
- Dec 18, 2025
- Duration seconds
- 349
- Processing state
not_requested- Canonical source
- https://youtu.be/qyIOHfvxb-o?si=kO6YYZOyxzEFU8zV
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Summary
Send us Fan Mail 529 plans show up on the Series 7 more than people expect — and most students miss points because of tax timing, not definitions. In this episode, we do a deep dive on 529 College Savings Plans for the Series 7 exam, including: • How 529 plans are taxed • Contribution rules and 5-year gift tax averaging • Qualified vs nonqualified withdrawals • State vs federal tax treatment • What a registered representative must disclose when a client uses an out-of-state 529 • The calenda...