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EE Savings bonds proceeds deposited in 529 accounts
Can proceeds of EE savings bonds be deposited in 529 college plans on maturity ? If so, how do you designate on federal tax forms that these are not taxable because the proceeds will be used for education?
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IRA One-Rollover-Per-Year Rule
I have a financial planning client who dropped into my office to review his current investments and upcoming college funding needs. I did not prepare his returns (H&R Block did). The client is age 52 and his wife is 54. They have several IRAs (Roth, traditional) and non-IRA accounts that are all invested in various annuities (variable and fixed...
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