Suppose you’ve been contributing to a 529 college savings plan, but your son or daughter doesn’t use all the money for tuition, books, etc. Do you just ask for the
Read More
One common goal for those in their 30s-50s is to fund their children’s college education. Attaining this goal is no small feat. Over the years, college tuition and room and
And we are back with this part 2 blog post about the changes made in the SECURE Act 2.0. This time around, we’ll cover modifications to Roth accounts and 529