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本帖最后由 Genius123 于 2019-3-4 07:11 编辑
6. You’re using the money for qualified higher education expenses.
A college degree is pricey these days. If you’re footing the bill for education expenses, your Roth IRA may be a valuable source of funding. It’s possible to avoid the 10 percent penalty if you’re using Roth IRA assets to pay for qualified education expenses for yourself, your spouse or your child. Qualified education expenses include tuition, fees, books, supplies and equipment required for enrollment. Room and board is also covered for students who are enrolled at least half-time (there are specifics about how much you can spend).
最重要是 Roth IRA Not Counted as Asset for Financial Aid
Roth IRA是十分之flexible 的investment ... 同一樣可以用來做educational expenses !!!
Disclaimer : 我自己是沒有529 的! 来自: iPhone客户端 |
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