@a1herp- here is another idea..... under Secure 2.0 (and the rules are still being worked out), unused 529 money can be flipped into a Roth IRA without penalty....
The objective is really to grow each account tax free for as long as you can.The Roth meets that objective better than the Inherited IRA because the Roth can ge...
@Lourdes1- this may help as well. Official IRS dependent tool.. the app takes under 5 minutes to complete.https://www.irs.gov/help/ita/whom-may-i-claim-as-a-dep...
@EVFan- I have read this thread. Unfortunately, you appear to be conveniently dismissing the date limitations on the credit.For 2022 tax year, 2022 Bolt's aquir...
