
Who Manages the Investments in 529 Plans?
In the realm of 529 college savings plans, the management of funds depends on the plan type – either state-sponsored or private “advisor-sold” plans. In
In the realm of 529 college savings plans, the management of funds depends on the plan type – either state-sponsored or private “advisor-sold” plans. In
Child custody and support arrangements are complex matters, intricately governed by state-specific laws. It’s crucial to understand that the examples provided—Florida, California, New York, Texas,
There are fees in 529 plans. Each state has various fee structures depending on the type of plan offered, with examples like New York’s 529
Divorce is undoubtedly a challenging and emotionally charged period, and amidst the turmoil, managing your finances becomes paramount for long-term security. Regardless of gender, taking
A common inquiry surrounding 529 plans is the ability to alter beneficiaries. Fortunately, 529 plans offer flexibility in this regard, allowing account holders to change
The duration of a short or long divorce process is a variable influenced by factors such as case complexity and the parties’ willingness to cooperate.
Exploring how a 529 Plan can reimburse expenses for a child living at home unveils the flexibility and adaptability of this educational savings tool. A
When faced with a spouse who hides income, it prompts the question of what actions can be taken. A specialized team of financial advisers, CPAs,
If you have leftover or unused 529 plan funds, you may be wondering what to do. One of the primary restrictions associated with 529 plans
Divorce proceedings often involve the intricate task of dividing marital property. This process can be straightforward to highly complex. The legal concept of equitable distribution
In addition to funding someone’s education, there are a number of tax benefits of a 529 college savings plan. Consider the following: Tax-Free Withdrawals for
Medicare surcharges, commonly known as Income-Related Monthly Adjustment Amounts (IRMAA), impose additional fees on certain beneficiaries based on their income. Calculated using Modified Adjusted Gross
Money Management
Portfolio Reviews
Financial Planning
Retirement Planning
401k/IRA/ROTH Rollovers
College Admissions
529 Plans & Financial Aid
Tax Returns & Planning
Medicare Guidance
Social Security Advice
Executor Services
Elder Law
Wills, Estates & Trusts
Divorce & Family Law
Personal & Business Law
Custom Solutions