5 Avoidable 529 Plan Mistakes

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  • Опубликовано: 17 ноя 2024

Комментарии • 4

  • @daveharness70
    @daveharness70 Месяц назад

    Indiana 529 rocks for IN residents. 20% Tax credit up to $1,500 ($7,500 deposit). Use it every year for my kids. My returns have averaged 15% over the last 8 years.

  • @TimothyB-ib2sf
    @TimothyB-ib2sf Месяц назад

    Indiana 529 K-12 withdrawI is for an Indiana School only to avoid tax credit issues. ??

  • @markresch2898
    @markresch2898 Месяц назад

    Wisconsin 529 Plan (Edvest) allows a dollar for dollar, up to, $5000 tax deduction (2024) for single filers or Joint Married filers per beneficiary, per year!

  • @markresch2898
    @markresch2898 Месяц назад +1

    Why does Josh keep saying "tax deferred" when qualified withdrawals are tax free?