'Are there any other ways I can consider transferring the wealth to her?' "I'm thinking of transferring the money to her Roth IRA, which was established when she was a teenager." (Photo subjects are ...
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I overfunded my kids’ 529 plan — now I’m facing a punishing 10% penalty. Why I’d save less if I could go back
Imagine you’re a diligent parent who, haunted by your own student debt, maxes out a 529 college savings plan for your kids every year to afford a pricey private college. Then life veers off script: ...
Morningstar rated the nation's 529 college savings plans. Ratings for the 64 of the nation's largest 529 college savings plans were released by Morningstar and show some downsides exist for families ...
A new Morningstar assessment of 529 college savings plans has spotlighted five state-sponsored programs for their exceptional stewardship and investment quality, while industry assets continue to ...
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