qualified expenses

Setting Up a 529 College Savings Plan: State Tax Benefits Explained (Qualified Expenses, Beneficiary Change, FAFSA Impact)

Thinking about saving for college but feeling overwhelmed by all the options? Setting up a 529 College Savings Plan might be one of the smartest moves you make, especially when you understand the state tax benefits it offers. Many families want to g…

King of Hacks

Hidden pitfalls of HSA contributions and withdrawals (limits, future tax, qualified expenses)

Have you ever thought an HSA (Health Savings Account) was a simple way to save on healthcare costs, only to find out there are hidden pitfalls lurking beneath the surface? You’re not alone. Many people contribute and withdraw from their HSAs without…

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