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  • Posted in: Open Forum

    Doug,   The SECURE Act provision you refer to, as I understand it, authorizes a convenient way for families to get around the single beneficiary limit for a 529 account and make payments on the student loans of a "sibling"**, without a need ...

  • Posted in: Open Forum

    I have a client that had a 529 Plan established for him. Due to scholarships, he did not use all of the funds in the 529 Plan and he has now completed his graduate program. The client married in early 2021. His spouse has student loans. Under the SECURE ...

  • Posted in: Open Forum

    Ken, When calculating tax savings of an FSA, remember to include FICA and state income tax in addition to federal income tax. Brian ******************************************** Brian C. Hunter, CPA Hunter Praytor ...

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