Each year on May 29 the calendar reminds us of the 529 educational savings plan, and opportunities to fund the plan. However, many people funded 529 plans years ago and are now ready to withdraw the funds for their intended use. Distributed properly, all the earnings in the plan can be income tax free as long as the funds are used for Qualified Higher Education Expenses (QHEE). However, as is sometimes the case, the devil
Who takes the lead in your financial relationships? Every family unit includes people with different areas of comfort in financial decision making. In times of loss, it becomes vital that survivors know enough about the family finances to take the reins when necessary. This podcast features SYM’s Andy Popenfoose and Sarah Delahanty.
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