| Learning Library Quick Answers Investment Planning |
Answer: The relationship of the new beneficiary to the old beneficiary may determine whether there is an income tax, penalty tax, ....
Scenario: If a parent participant changed the participant of a 529 to the grandparent just beforethe FAFSA filing, would they need....
Scenario: A client's children have UTMA accounts with the father as the custodian. The father wants to transfer the UTMA mon....