Have you ever wondered how to make the most of your Coverdell ESA when it comes to rolling over funds for education savings? Navigating the limits, exceptions, and transfer rules can feel overwhelming, especially when you want to ensure your child&#…
Have you ever thought about moving the funds from one 529 plan to another but weren’t sure about the limits, exceptions, or contribution rules involved? You’re not alone—many families want to optimize their college savings but get puzzled by the rar…
Imagine the day your child receives their college acceptance letter, their face beaming with excitement and anticipation. Now imagine that joy being overshadowed by the stress of figuring out how to pay for it all. College education is an investment…