| Learning Library Quick Answers Investment Planning |
Answer: No. Federal law specifically provides that you can not use the account as collateral for a loan or borrow money from the p....
Scenario: A 17-year old client has an UTMA. The clientattends private high school (tuition $30,000). Canthe clientuse the UTMA to ....
Answer: Yes, if the student is enrolled more than half-time. The qualified 529 withdrawal will be limited to the school's off-camp....
Answer: Yes. Under existing law there is no prohibition from funding as many 529 College Savings Plans as you would like to the ma....
Answer: Yes. 529 College Savings Plan accounts are becoming a popular voluntary corporate benefit and afford the employee the same....