Blog
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I've moved my blog to Substack! Check out some of my most recent posts below.
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Blog archive
Superfunding a 529
A contribution to your child’s 529 account is, according to the IRS, a gift to your child. This means that it’s subject to annual gift limits: any individual can gift another individual $15,000 in 2021 without reporting it anywhere or paying any taxes on it. In 2022, the limit– or exclusion amount– goes up to $16,000.
Gifting to Your 529
Tis the season to put your money where your mouth is. Ways to shift from your kids getting stuff to encouraging family and friends to contribute to your 529 savings plan.