The College Investor on MSN10h
What Are Multigenerational Or Dynasty 529 Plans?
Imagine a college savings account that not only funds your child’s education but also supports your grandchildren, ...
‘I’m not worried about a legacy.’ I’m 63 with no kids and $600K. I also get Social Security and a pension. What’s next for me?
Question: “I’m a 63 year old retiree with no kids or heirs and $600,000 in one account. I don’t mind spending down my money, as I’m not worried about a legacy. I’m colle ...
The IRS Could Take a Cut of Your Social Security Benefits if Your Income Exceeds Certain Thresholds
You can also request that the IRS withhold money for taxes from your Social Security checks up front. This would save you the ...