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#trump-accounts #college-savings #education-savings #college-savings-fees #secure-20-legislation
Bootstrapping
fromLondon Business News | Londonlovesbusiness.com
18 hours ago

Top nine low cost 529 plans ranked by fees and expense ratios - London Business News | Londonlovesbusiness.com

High 529 plan fees erode savings significantly over time, but Secure 2.0 and low-cost direct-sold plans enable families to maximize college savings and gain new Roth IRA rollover flexibility.
#trump-accounts
fromBusiness Insider
1 week ago
Higher education

I'm a financial planner and dad. A Trump Account isn't the right choice for me but it could be for you - here's why.

fromBusiness Insider
1 week ago
Higher education

I'm a financial planner and dad. A Trump Account isn't the right choice for me but it could be for you - here's why.

more#trump-accounts
fromFast Company
1 month ago

3 things you need to know before giving financial gifts

Unless you're writing a check from your bank account, the logistics of gifting funds can get a bit complicated.If you want to gift from your IRA, your only option is to sell a chunk of it, then pay any taxes due, then write a check. That's not terrible, so long as you understand the tax implications. IRA withdrawals are typically subject to ordinary income tax, along with penalties if you're not yet 59½.
Education
#education-savings
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from24/7 Wall St.
10 months ago

Planning for college: Are parents budgeting $200K in 529s plus $20K+ per year in extra spending?

It's essential to balance saving for college expenses with retirement plans, ensuring financial security without compromising future needs.
Retirement
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