Por: Los Angeles Times Business September 24, 2023
Dear Liz: I opened a 529 college savings plan for our son and over the years it grew. My son was fortunate to receive a full-ride academic scholarship and therefore much of the money stayed in the plan. Recently my son became a new father to my first grandchild. I know that it is permissible to give five years’ worth of tax-free giving in setting up a new 529 plan for a child. My question is: Can I transfer five years of annual gift-tax-free... + full article
MarketWatch USA Business August 21, 2023
Since they started the 529 plans, my mother-in-law and her partner were married, but now their relationship is very rocky. My mother-in-law’s husband opened the 529 plans. The mother-in-law and her spouse live in a community-property state. How can I protect the 529 plans for... + más
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Los Angeles Times USA Business July 23, 2023
Dear Liz: I have about $3,000 left in my daughter's 529 college savings plan. My ex-wife has about $8,000 left. Our daughter has graduated and is not planning to get an advanced degree. It's my understanding that new rules allow unused 529 money to be rolled into a... + más
How A 529 Plan To Child IRA Conversion Can Turn Your Teen Into A Middle-Class Millionaire | Forbes
529 College Savings Plans Now Hold Almost $400 Billion In Assets | Forbes
MarketWatch USA Business July 20, 2023
One smart way to do it: Opening and funding a . These are state-sponsored investment accounts that enable you to save money tax-free to pay for some or all of the college costs for a child, grandchild or other beneficiary. A new federal rule taking effect next year will make... + más
MarketWatch USA Business March 19, 2023
We have 529 plans for my daughter. If we withdraw from the 529 and pay tuition and room and board at this school, will this be considered a qualified withdrawal? Or will we have to pay taxes on the withdrawal and a 10% penalty on the earnings? Flummoxed on college financingDear... + más
Forbes USA Business January 29, 2023
getty There’s been a problem with 529 plans from their very beginning. They’ve always been a gamble. You gambled your child would actually go to college. You gambled your child would not earn a scholarship. You gambled you would put too much money into the 529 plan. Why is... + más
Roth IRA vs. traditional IRA: Which one is better? | CBS News
Roth IRA Contribution Income Limits For 2023 | Forbes
WPTV USA Business January 19, 2023
is an education savings plan designed to encourage saving for future college costs. It is sponsored by states, state agencies or educational institutions and offers tax advantages and potentially other incentives to make it easier for families to save for college. Contributions... + más
Forbes USA Business December 07, 2022
A new report surveys the current status of 529 College Savings Plan across the country.getty According to a new survey, in 2021, American families received $464 million in tax savings and other higher education benefits tied to their participation in a 529 College Savings Plan.... + más
This 529 savings plan myth is making college pricier for families, consultant says: 'It's candidly, blatantly not true' | CNBC
How a '529 solution' can give gig workers health care and retirement benefits and boost the U.S. economy | MarketWatch
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