The recent passage of the healthcare overhaul has prompted me to look closer at the issue of early retirement. There is a choice to work less and spend more time with family. Or even retire early and have the government subsidies your health care insurance by keeping income levels below 4x the poverty rate (see [...]
If you started contributing to a 529 plan some time in 2007, the chances are that the plan is in the RED (with capital losses) due to the recent stock market conditions.
A thought came to my mind — since unqualified distributions from the 529 plan are taxable, is it possible to tax harvest from the [...]
Last September, I posted some information about the 529 plans that I am contributing to. The contributions have been on auto-pilot and I did not get the chance to check on the plans until today.
I was pleasantly surprised to learn that the Ohio State’s College Advantage plan has lowered its fees again from May 2007. [...]
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