Friday, May 25, 2018

Why You Shouldn't Care If Your State Doesn't Comply With The New 529 Rules

Too often, when we hear the words “penalty” or “taxable,” we dismiss a planning idea. However, if you have been able to save at the appropriate level and can afford to dip into your 529 plan for primary and secondary school, don’t be deterred because a small tax is due.

from Forbes Real Time https://www.forbes.com/sites/megangorman/2018/05/25/why-you-shouldnt-care-if-your-state-doesnt-comply-with-the-new-529-rules/
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