Latest Articles

Paying for off-campus housing with a 529 Plan

Kimberly Lankford, Contributing Editor, and <i>Kiplinger's Personal Finance</i> •
Kiplinger

[QUESTION] My son will be a sophomore in college in the fall and is living off-campus. He has a 12-month lease, but he doesn’t attend classes in the summer. Can I use his 529 money tax-free for the full year’s rent, or do I need to prorate the withdrawal based on the number of months

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Uncle Sam can’t wait to throw you a retirement surprise party

B.A. Schrock Financial Group, president, Investment Adviser Representative, and Ben Schrock •
Kiplinger

You hear the numbers all the time: Every day, 10,000 Baby Boomers reach the typical retirement age of 65, and this trend is expected to go on until 2030. What that means, among other things, is that there are a whole lot of people out there with 401(k)s who suddenly must think about how those

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