Business Entrepreneur’s Education / Retirement Fund for Daughter

A business entrepreneur with a young, pre-teen daughter wanted to set up an account usable for college funding.  While a 529 account might come to mind, once funds are placed into a 529 account the government stipulates, in return for tax-deferred status, the purposes to which both the capital and the gains can be applied. …… Continue reading Business Entrepreneur’s Education / Retirement Fund for Daughter