Jul. 2—Q: I've heard a recent law, known as Secure 2.0, created some interesting possibilities for leftover money held in 529 plans for college savings. Namely, the new law seems to allow you to ...
Q: I’m considering doing my first Roth conversion. I’ve read some mixed advice about how to pay the taxes I’ll owe. Should I use after-tax money to cover the tax, or can I just withhold taxes from the ...