CollegeSure Investor Newsletter
Summer 2006

The Sun Rises on 529 Plans

On July 28, 2006 the U.S. House of Representatives passed the Pension Protection Act of 2006 (H.R. 4). The bill contains a provision eliminating the 2010 ‘sunset’ of the federal tax exclusion for qualified distributions from a 529 plan. HR 4 is expected to be approved by the U.S. Senate and, therefore, should be enacted shortly.

Additional details will be posted to the research section of our Web site, www.collegesavings.com as they become available.

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