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What to Do With Leftover Money in a 529 College-Savings Plan
529 Plans There's no time limit for spending money in a 529 college-savings plan, so leftover dollars in an account can be used by other family members now or by a new generation in the future.
By Kimberly Lankford Published
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How to Use College Savings to Benefit Children with Special Needs
savings Under the new tax law, families with a 529 college-savings plan can now roll that money into a tax-friendly ABLE account to help a child with a disability.
By Kimberly Lankford Published
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2018 Could Be Grandparents' Year to Pump $150,000 into 529 Plans
529 Plans Parents can now use 529 college savings plans to pay for K-12 private school tuition. That could give grandparents added incentive to be extra generous, without triggering gift taxes.
By Lisa Brown, CFP®, CIMA® Published
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Best Investing Moves for Young Families
investing Don't let family demands on your income stint your retirement savings.
By Elizabeth Leary Published
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The Best College Savings Plans, 2017
529 Plans These state-sponsored 529 programs offer tax breaks, low fees and well-managed portfolios.
By Nellie S. Huang Published
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What to Know About Reimbursements From 529 Plans
529 Plans You can withdraw money tax-free for tuition, required books and fees, and even a computer and related software.
By Kimberly Lankford Published
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Debunking the Myths of 529 Plans for College Savers
529 Plans Like saving for retirement, you can never start too early on saving for college. Take a quick true-and-false quiz to see if you grasp the power of 529 plans.
By Deborah L. Meyer, CPA/PFS, CFP® Published
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529 College Savings Plans for the Unborn
529 Plans Want to help your yet-to-be-born grandkids pay for college? You can’t start too soon.
By Brad Rosley, CFP Published
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5 Financial Matters to Consider When Moving to a New State
Budgeting Whether you're relocating for work or another reason, take these financial and tax strategies into account before packing up.
By Lisa Brown, CFP®, CIMA® Published
Budgeting