529 plan recapture tax on rollovers lists the states currently giving tax deductions on 529 plan contributions and imposing a recapture tax on rollovers of in-state 529 plans to an out of state plan.

Dec 21, 2025 · Georgia taxpayers can reduce their state income tax liability by contributing to the Path2College 529 Plan, Georgia’s official education savings program.

Dec 8, 2025 · The Georgia 529 deduction is subject to “recapture” if a non-qualified withdrawal is made from the account. Recapture requires the taxpayer to add the previously deducted contribution …

Feb 21, 2025 · Maximizing the Georgia 529 plan deduction can significantly impact your financial planning. For a tailored strategy, use our Retirement Income Calculator or Life Insurance Quoting Tool.

The Path2College 529 Plan, administered by the Georgia Office of the State Treasurer, offers a practical way for families to start saving now for a child’s future educational expenses, whether for college or …

4 days ago · Summary: While 529 plan distributions are tax-free at the federal level for qualified education expenses, state tax treatment varies significantly. Some states don’t recognize K-12 tuition …

For Georgia taxpayers, a rollover from a 529 plan account to a Roth IRA will be treated as a qualified withdrawal. If you are not a Georgia taxpayer, these withdrawals may include recapture of tax …

A non-qualified withdrawal from a Georgia 529 is subject to recapture of the prior tax deductions taken on the principal contributions. Note: Non-qualified distributions from a Georgia 529 plan are counted …

Mar 29, 2025 · Discover eligibility requirements, contribution limits, and tax benefits for Georgia's 529 plan. Understand withdrawal rules and federal implications.

Jun 29, 2025 · Explore the benefits of Georgia's 529 tax deduction and unlock financial advantages for your child's education. Discover how this plan offers tax relief, flexible investment options,...