In the tax minimization game, which is more important, Roth conversions or capital gain harvesting? I explore the two in this post.| Go Curry Cracker!
It's possible to cash out I Bonds tax free for college expenses or transfer to a 529 plan but you must meet an income limit and some other requirements.| The Finance Buff
How we use the 4% rule to live the life of our dreams with a minimum number of years working| Go Curry Cracker!
A 529 plan can be a great tool to save for college expenses. But for us: No immediate tax benefit, no long term tax benefit, no flexibility, no thanks,| Go Curry Cracker!