Get answers about 529 assets and Medicaid qualification, plus putting 529s in revocable trusts.
Plus, a case study on the key considerations when using 529 accounts in an irrevocable trust.
Plus, proposed legislation could change 529 use with student loans, and more.
Here's a quick review of the gift-tax reporting rules.
Plus computer expenses, trusts expenses, and more.
Plus bond diversification, annuities, and IRA deductibility.