By Aaron Task For all the drama around Iran and the threat of war, the markets have been remarkably stable so far in 2020. So let’s use this lull to return to a topic that spurred a lot of interesting questions from our readers: grandparents and 529s.
What are the consequences of letting a plan “coast” to the next generation or further? Is this idea a valid estate planning tool for future generations? – Rebecca L.
Since a 529 must be used for educational expenses, what happens if the grandchild doesn’t continue an educational path?
Wouldn’t funding a Roth IRA in your own name be …read more
