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What Happens If You Don't Take Your Required Minimum Distribution (RMD) in Retirement?
You'll just need to plead your case on a tax Form 5329 filed along with your other annual tax documents. This, of course, isn ...
Should you worry about overfunding your 529 plan?
The 529 plan must be open for at least 15 years. You cannot convert 529 contributions made within the past five years (or the ...