Hi Hal_Al,Thank so much for your response! It's really helpful.By the way, the google AI on Roth IRA has the income limit but when I searched online from smart5...
Hi Hal-Al,Thanks for your response. I have two more questions.1. You mentioned that we can rollover my son's Coverdell account to his 529 plan and then to a Rot...
Hi Hal Al,Thanks for your response! For question#2, the ESA I overfunded is my son's Coverdell account, not a 529 plan. My son and my daughter both have Coverde...
Thanks NCPerson! That was what I initially suspected. The estimate listed on the school website is much much lower than the actual expenses we paid out to the s...
Hi, CarlThanks for your response! Just want to make sure that I get it right. If I will be paying the higher dorm cost and meal plan assuming my son lives on ca...