Taxability of Rights of Withdrawal under Federal Estate TaxBy Frederick O. Dicus, Published on 06/01/39Frederick O. Dicus
For a typical family, the tax advantages of a 529 college savings plan outweigh the restrictions on how those funds can be spent, some experts say. In cases where a child doesn't go to college, families still have some flexibility in using the funds without paying...
These two factors combine to inhibit your ability to find out the details of your plan's in-service withdrawals because your employer might not advertise such provisions, and the government doesn't require them to do so. To find the information you need, you'll likely have to search a bit...
In this simulation, success is when your portfolio does not run out of money before the end of the simulation. For instance, if we simulate for 20 years and end up with one dollar after 20 years, it is a success. This is a failure if the portfolio runs out of money before that (it...