| Learning Library Quick Answers Investment Planning |
Question: If a parent participant changed the participant of a 529 to the grandparent just before the FAFSA filing, would they nee....
Scenario: Sibling has a CESA. If we transfer the CESA to a student entering college and spend on appropriate college expenses, sho....
Answer: No. Since it is a loan it does not reduce the amount available for withdrawals from a 529. ....
Answer: The 5-year holding period with the Roth IRA is only to take tax-free distributions. There is no holding period requirement....
Answer: No. At the present time, there is no federal deduction for contributions to a College Savings Plan.....