If you have maxed out mortgage deductibility (taking out 100k for non housing purposes) can you count the intertest on additional takeouts which are put into a 529 plan as investment expense?
I've heard that there are situations in which a distribution from a 529 can be counted as income to the student beneficiary, which can really screw up their financial aid prospects for the following year. Is this in limited circumstances? ie a grand
In general, as with most mutual funds, fees are usually built in to the daily NAV (daily mutual fund price) you see published and based on how much of the particular fund shares you own, you are automat
Forget about GMa gifting and 529's. Too complicated. DS is maxed out on his Roth and his 401k has a holding period before the match vests. An alternative is available...
As we are setting up our retirement funds, it occurred to me th
