2625 North Josey Lane
Suite 101
Carrollton, TX 75007

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Matthews Financial Services

972-242-7351

 

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

 

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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.