I recently had a conversation with a client who had a big fat 529 plan and was planning to take a distribution from it to pay for his child’s first college tuition payment. We both knew that ...

Roth IRA Distribution Flowchart Download Calculators 100+ calculators specifically designed to help you easily assist clients with specific planning situations and calculations.

I recently had a conversation with a client who had a big fat 529 plan and was planning to take a distribution from it to pay for his child’s first college tuition payment. We both knew that this 529 ...