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-   -   Wealth Management Question (http://forums.pelicanparts.com/off-topic-discussions/1174506-wealth-management-question.html)

Noah930 02-28-2025 06:20 PM
Quote:
Originally Posted by DWBOX2000 (Post 12420183)
Yup, step up but what fun would that be. I wouldn’t sweat the 18k (think that’s it) rule.
I think I found something that states you can contribute into a 529 up to $19K/yr per beneficiary without tax implications. Double that if you're a married couple.

KFC911 03-02-2025 02:25 AM
I would not overthink or over complicate this ... not for less than $5K of equities to each recipient... KISS :)

.....worth a penny ... mebbe .02...

That's just me...


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