tax-advantaged accounts | Intentional Money

Close-up of hands tying a mint ribbon around a stack of books with a small plum tag labeled 529, illustrating how a 529 education savings plan works

How a 529 Plan Works: Rules, Flexibility, and Common Questions

How a 529 plan works: what it pays for, changing the beneficiary, using it abroad, the Roth IRA rollover, and whether it's too late to start.

Family Finances

Elizaveta Shafir

Oct 189 min read

A woman at a sunroom desk places a seed packet into a sage tin labeled Retirement, beside tins labeled Health, Education, and Taxable, illustrating different accounts for different goals

Tax-Advantaged Accounts: Why Use Them Instead of a Regular Brokerage Account

Why use retirement accounts instead of a regular brokerage account? How tax-advantaged accounts work, how to reach the money early, and when taxable wins.

Foundations

Elizaveta Shafir

Oct 710 min read

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How a 529 Plan Works: Rules, Flexibility, and Common Questions

Tax-Advantaged Accounts: Why Use Them Instead of a Regular Brokerage Account

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