First, you can use a 529 plan to pay for off-campus and non university-managed accommodation as long as the beneficiary is enrolled in aneligible college programon at least a half-time basis. That student must also be studying towards a degree, certificate, or another recognized credential. ...
Remember that even if you don’t use all your 529 funds to pay for college, there are plenty of other ways to spend unused 529 plan money without paying tax, such as changing the beneficiary on the account, making student loan repayments, orrolling over funds to a Roth IRA. Tips for ...
Please read our disclosure for more info. There are a few IRA beneficiary rules you need to know that can save your family money and grief. The first and most important rule is that your beneficiary form determines who gets your money when you are gone. It doesn’t matter if you have ...