Education Funding

Anastasia Wiese Describes RMD Put-Backs

Did you take a Required Minimum Distribution (RMD) from your IRA earlier this year? If so, to help with the financial fall-out from COVID-19, the IRS is allowing you to reverse your 2020 RMD distribution … but you must act by August 31. In a July 28th Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® describes how the RMD “put-back” works, and whether to consider taking advantage of the opportunity.

[read more]

Planning for College Costs: 529 Plans and More

According to the latest College Board analysis, the average cost (tuition, fees, room and board) for a public, four-year, in-state institution topped $17,800 for the 2012–2013 academic year. And that figure is a bargain compared to out-of-state or private four-year institutions,

[read more]