Finance
This New Rollover Option Could Change Your College-Fund Plans
Parents have more flexibility under these rules, but there are limits and eligibility considerations.
As MOAA's Program Director, Financial and Benefits Education/Counseling, Lila Quintiliani, ChFC®, AFC®, develops and manages MOAA’s financial and benefits counseling, education, consumer advice, staff consultant and training programs. She provides members personalized, comprehensive, timely and appropriate financial advice and military/veterans benefits information assistance. She also conducts off-site classes and presentations to educate audiences in financial topics such as investments, retirement planning, risk management, insurance, savings programs, credit issues, taxes, estate planning, consumer awareness, survivor issues, and military/veterans/corporate benefit programs. She serves as the staff subject matter expert on financial and benefits matters to support MOAA’s legislative, marketing, and member product/service efforts, and provides financial and benefit content for MOAA’s print/electronic publications and multimedia channels.
Parents have more flexibility under these rules, but there are limits and eligibility considerations.
Get the basics on making a big move ... and register to learn the finer points at an upcoming MOAA webinar.
Look for changes to income, capital gains, and estate taxes as the Tax Cuts and Jobs Act nears its expiration date.
A rule change will allow account holders to pull out cash more often. But should you?
Planning a trip? Here’s what to know before you go.
No matter the source of the boost to your bottom line, these strategies will help you maximize its impact.