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WCG in the news: The Wall Street Journal, July 4, 2016
Beth Walker discusses what to do when your 529 account has too much money. Walker also offers her advice on what to do if you can’t pay your child’s leftover college bills, as well as if a parent can use the money from a 529 plan to pay taxes generated by the tuition inclusion on her W-2 form.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
WCG Wealth Advisors, The Wealth Consulting Group, and LPL Financial are not affiliated with BKD Wealth Advisors.