Salvage your “underwater” 529 plan
$225.00
Description
Abstract: This article discusses the case of “Mark and Susan,” who opened a 529 plan to help finance their daughter’s higher education. It seemed like a smart move at the time: 529 plans offer the opportunity for education savings to grow tax-free. But, after the recession, its value is less than the amount they’ve contributed to it. This article offers options for those in a similar predicament.
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