Why I Still Don't Love 529s (even with 529-to-Roth rollover) - Go Curry Cracker!
Intentionally contributing to a 529 plan in order to maximize a future 529-to-Roth rollover seems like way more hassle than it is worth.| Go Curry Cracker!
Intentionally contributing to a 529 plan in order to maximize a future 529-to-Roth rollover seems like way more hassle than it is worth.| Go Curry Cracker!
Series I savings bonds (I Bonds) are the best bonds you can buy at the moment. Follow this guide for a complete walkthrough from start to finish.| The Finance Buff
You can buy I Bonds in your kid's name but you should first decide whether to add to their 529 plan or keep full control of the money in your own name.| The Finance Buff
Follow this walkthrough to get the 1099 form for cashing out I Bonds and report the interest income in tax software TurboTax, H&R Block, and FreeTaxUSA.| The Finance Buff
The tax brackets, standard deduction, and the capital gains tax cutoff point for single and married filing jointly filing statuses will go up in 2025.| The Finance Buff
