August 13, 2018

The Power of NUA in Numbers

A tax-savings illustration comparing a direct rollover and in-kind distribution of highly appreciated employer stock. Read More
August 6, 2018

Roth IRA vs. 529 plans

Roth IRAs are NOT included as an asset on the FAFSA (Free Application for Student Aid) form. Most other assets, including the amount in 529 plans, are included when calculating your EFC (expected financial contribution). Read More