Published on Saturday, November 5, 2022
While writing The 529 Handbook, I realized that many families could benefit from my real world experience. I’m going to start publishing my own 529 report card each year. The report card will include a peek at our education expenses, my 529 transactions, and the impact on my federal and state taxes.
Yeah, we’re already most of the way through 2022, but better late than never. Here’s my report card for 2021.