Other rules that apply to superfunding a 529, so anyone considering this option should discuss their situation with a tax pro ...

Dear Liz: What is the best way for us to contribute to our grandchild’s college expenses? I believe federal financial aid ...

Keep in mind, though, that you may need to file a gift tax return if you give more than the annual exclusion amount, which in ...

Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

The maximum contribution limit pertains to each recipient. These limits depend on the state, and range from $235,000 to just ...

Use the 529 grandparent loophole to fund a grandchild’s education without impacting their financial aid eligibility.

You can give your grandchildren a gold-star education or teach them about compounding. You can also set up custodial accounts, opened under the Uniform Transfers to Minors Act or the Uniform Gifts to ...

529 education savings plans are powerful tools to help pay for the mounting costs of an education. Yet some people hesitate to use them. One common concern is oversaving. You can only use 529 funds ...

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