fyi... the 529 I have set up for DD is owned by me, but DD is beneficiary... Not sure if that makes a difference It makes a BIG difference. You make contributions into a 529 owned by you (and you get the NYS tax benefit if invested in the NY529 plan). She makes contributions into a 529 owned by her and she get the tax benefits. There is also the issue of whether she can contribute to her own 529 considering her age.Ira
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