FLAT FEE FINANCIAL BLOGS

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529 to Roth IRA Conversion (Too Good To Be True?)

Converting a 529 to Roth IRA (Too Good To Be True?)

Should NC Residents Use The NC 529 Plan?

There are two benefits to using a 529 plan. The first is that all investment earnings/capital gains within the account are tax-free if used

529 Expenses: Common, Uncommon and Un-used Strategies

In the world of 529 plans, most parents and grandparents want to know what expenses qualify as allowable. How far can they take these...

Saving For College - 2024

To plan appropriately, we need a lay of the land, a target, and a plan to get there. Below, we'll start from a 10,000-foot view (cost) and..

Dynasty 529 Plan

A Dynasty 529 plan is when you superfund one or multiple 529 accounts to create a college savings account for an entire family branch...