tax-advantaged accounts

529 rollover rare rules (limits, exceptions, contributions)

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…

King of Hacks•

Coverdell ESA unusual transfers (beneficiary, rollover, deadlines)

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…

King of Hacks•
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