05 Mar When a 529 Plan beneficiary dies Posted at 19:31h in Ask NJMoneyHelp, College The penalty for a non-qualified withdrawal is waived in the case of death.... Read More
25 Feb Giving college money to kid after you divorce, and the tax burden Posted at 21:56h in Ask NJMoneyHelp, College, Retirement If you don't stay within certain rules, a money transfer can cost a lot in taxes. ... Read More
24 Feb My son isn’t going to college. What happens to the money I saved? Posted at 12:34h in Ask NJMoneyHelp, College If your child doesn't go to college, there are different rules for your savings, depending on the kinds of accounts in which you've saved. ... Read More
12 Feb Affording a larger home while saving for college Posted at 16:40h in Ask NJMoneyHelp, College, Real Estate Buying a larger home can have lasting consequences for your other goals. ... Read More
05 Feb What to do with extra money in your monthly budget Posted at 13:05h in Ask NJMoneyHelp, College, Retirement If you have extra cash flow, create a plan to use it wisely.... Read More
26 Jan How and when to fund a 529 Plan Posted at 12:47h in Ask NJMoneyHelp, College Be cautious before you gift money for college. ... Read More
21 Jan What to use first? A 529 Plan or an UTMA? Posted at 12:26h in Ask NJMoneyHelp, College Strategies for spending money in a Uniform Transfer To Minors Act account.... Read More
16 Jan Protecting college money for grandkids from spendthrift parent Posted at 12:32h in Ask NJMoneyHelp, College 529 plans are a good option for college savings, especially if you want to protect the money from a child's parent. ... Read More