Ever wondered what happens to your 529 plan funds if your student decides to withdraw from college? It’s a common scenario that can leave families confused about potential refunds and tax consequences. Understanding 529 plan recapture scenarios afte…
Thinking about securing your child’s college tuition but feeling overwhelmed by all the education savings options? You’re not alone. Many families wonder if a 529 prepaid tuition plan is the right choice and want to understand its niche details—like…
Have you ever wondered what happens when you need to transfer a Coverdell ESA to a different beneficiary or execute a rollover? Navigating the unusual transfers of a Coverdell ESA—including beneficiary changes, rollovers, and strict deadlines—can fe…