Tag
529-plan
2 posts tagged 529-plan
- US Investing·
Funding life goals with RSUs: house down payment, 529 college savings and goal-based selling
How US employees turn RSU vests into real-life goals — house down payments (and getting RSU income to count for a mortgage), 529 college savings with superfunding, and bucketing volatile shares against near-term goals.
- US Investing·
Superfunding a 529: the complete guide to front-loading college savings with a big RSU vest
How US parents superfund a 529 with one big RSU vest using the 5-year gift-tax election — caps, state deductions, the 529-to-Roth rollover, and clean exits.