IAdvisor 529 Plan vs 529 Tracker

The user-friendly IAdvisor 529 Plan app provides secure access to manage your 529 account from your mobile device. Features include: o The ability to buys (new and existing 529 options), sells and exchanges (into new and existing 529 options) o Make payments to account owners, beneficiaries and to the schools o Initiate 529 gifting by inviting family and friends to contribute to a child’s 529 account o Create and manage automatic investment plans and systematic withdrawal plans o Add automated clearing house (ACH) banks for purchases o Enroll for e-delivery of statements and tax forms o Update account owner address and add seasonal addresses o Modify 529 beneficiary address o Modify distributions payment method Users can use biometrics such as Facial recognition/fingerprint to access the app instead of their user id/password.

Finally — a 529 plan tracker that actually gets it. Not just an account balance app - but a complete tool to guide you through the entire process of how to correctly use your 529 education plan money!!! If you're saving for college or K-12 with a 529 plan, you already know the hard part isn't just saving. It's keeping track of what qualifies, when withdrawals happen, which receipts support each expense, and what information you may need when tax season arrives. 529 Tracker helps you organize your 529 expenses, withdrawals, receipts, scholarships, and reports in one place. No more spreadsheets. No more shoeboxes of receipts. No more guessing where the numbers came from. Just a clean, focused app built to help families stay organized year-round. Version 3.4 improves student-specific expense limits, calendar-year withdrawal matching, scholarship coordination, and AOTC-adjusted tax summaries. It also strengthens support for older saved records and verifies student-loan repayment history before saving new or edited entries. HERE'S WHAT YOU'LL LOVE • Ask the built-in AI Assistant questions in plain English about your tracked data, summaries, projections, alerts, and app features • See how much your tracked expenses make eligible for 529 withdrawal • Track expenses by category: tuition, room and board, books, technology, K-12 education, student loan repayments, and more • Snap a photo or attach a PDF receipt to transactions • Forecast your 529 balance year-by-year through graduation • Manage multiple students and 529 account balances • Reconcile Form 1099-Q against your tracked expenses • Generate PDF and CSV reports for your records or tax professional • Coordinate expenses with the American Opportunity Tax Credit (AOTC) • Get year-end reminders before the December 31 calendar-year deadline • Sync your data across iPhone, iPad, and Mac • Use built-in help and tutorials to learn each major workflow BUILT AROUND THE DETAILS THAT MATTER 529 Tracker is designed around IRS Publication 970 to help you organize: Cost of Attendance (COA) limits on room and board • Scholarship and grant reductions to qualified expenses • Calendar-year matching between expenses paid and withdrawals • Enrollment and housing requirements • K-12 annual limits • The $10,000 lifetime student loan repayment limit • AOTC coordination • Academic terms that span calendar years Keep expenses organized by student and payment year, even when an academic term crosses December and January. Clearer alerts help identify missing information that may affect eligibility. PERFECT FOR Parents and grandparents who: Have one or more students using a 529 plan • Want a clearer answer to “how much can I withdraw this year?” • Are done with spreadsheets, sticky notes, and tax-season scrambling • Want organized records for themselves or their tax professional • Care about staying on top of things year-round SUBSCRIPTION 529 Tracker is available as a monthly or annual subscription: Monthly: $5.99 • Annual: $54.99 Both plans unlock every feature, sync across your Apple devices, and include ongoing app updates. Cancel anytime through your Apple ID. PRIVACY We do not sell your data or use it for advertising. Your records are securely stored and synced using Firebase infrastructure. The optional AI Assistant uses Google Gemini through Firebase AI Logic to generate answers when you choose to ask a question. A QUICK NOTE 529 Tracker is an organizational tool, not a replacement for professional tax, legal, or financial advice. Calculations are based on the data you enter and are designed to help you organize information around current IRS guidance. Always consult a qualified tax professional for advice specific to your situation. WE'D LOVE TO HEAR FROM YOU Questions? Feedback? Feature ideas? Email us anytime at support@charliemikestudios.com. Built with care by Charlie Mike Studios. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/