The end of the year is more than just holidays, great food, and family!
It’s also the perfect time to make smart money decisions, take action to
reduce your tax liability and give yourself peace of mind! The following
links are filled with tips and s...read more
529 plan beneficisry graduated college this summer and the owner has
Money left in the 529 plan. Question 1: If the student-beneficiary
received several academic scholarships, can the owner take that money
out of his 529? 2. If he wants to remove the...read more