The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies


Subject:  Re: Tax Deferred Annuity right for me? Date:  4/27/2013  9:46 PM
Author:  ShouldKnowBetter Number:  118524 of 127516

You will need to "retire" the year befor you child graduates from high school. You have to fill out the form in January of the year the child graduates. Thus, the form takes the previous year income and your wealth into consideration. If your child is graduating in 2015, restire this year. Otherwise......
Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us