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Make sure not to confuse it with the SEC’s self-reporting program.
January 28 -
With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.
January 2 -
"Keep records and watch the statute of limitations. The usual IRS statute of limitations is three years after you file your tax return," an expert writes.
December 31 -
Waiting too long means clients will miss out on the opportunity to maximize the plan’s full tax benefits.
November 19 -
Clients with children are advised to start saving early in a 529 plan to take advantage of the “tax-free or tax-deferred growth.”
November 12 -
There are attractive hedges against rising college tuition costs. But, not every student will benefit.
November 8 -
As the college savings vehicle grows in popularity, regulator up scrutiny of brokerages’ recommendations to clients.
November 6 -
Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.
August 27 -
Taxpayers are advised to thoroughly review their tax withholding to ensure there is enough to cover their 2019 bills.
August 13 -
The Czech Republic, Portugal, Slovenia, and Canada are among the top 10 most peaceful places for seniors to settle down.
August 5