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Scenario: Can a client roll part of a 529 to a different state plan, and then change the beneficiary after a period of time? Answe....
Scenario: Can a client take money out of a Rothduring their senior year of college and pay off all Stafford loans without penalty?....
Scenario: If a client puts money into a Roth IRA and is less than 59 1/2, can he/she take the principal out at anytime for anythin....
Answer: Yes. A person can be beneficiary of as many College Savings Plans as he or she likes. Each state's plan mandates a maximum....
Scenario: A client's daughter is a senior in high school. The daughter has approximately $14,000in an UGMA.Can the daughter buy a ....