Looking at this in more detail, I just realized that the greater impact will be on the student's return. Does the STUDENT also have the option of following the ...
Thank you for the reply. The scholarship awarded in January 2025 was a tuition scholarship, so it could actually make a difference if the IRS requires us to red...
Thank you for clarifying. Yes, I'm wanting to recharacterize the 2023 contribution as Roth rather than traditional, so this would be a recharacterization, not a...
Aha! Thank you. We are in Georgia. I knew I was probably missing something regarding the legality of making a retroactive 529 deposit for the previous year with...
