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Can I open a 529 plan and reimburse myself for a qualified expense paid before the plan was opened? I know you can’t do this with HSAs, and wondered if the same rules apply to 529s. (The expense and reimbursement are in the same calendar year, I know about that rule.)

We're planning a December trip (bought tickets), and I have a few questions. First, do you have suggestions for a hotel? Everything decent (based on traveler ratings) seems to be $600 and up. I skimmed the thread from several years ago, but wondered if any of you had updates or more recent...

I wasn't sure this was weighty enough for the "FIRE and Money" forum. I'd especially like to hear from cat people, because we have a feline.

I know that withdrawals for room and board are limited to the lesser of actual expense or the school allowance. Room charges are straightforward to document, especially since our charges for campus housing show up on the bursar's statement. What records should one keep for board? Keeping every...

Healthcare has performed quite a bit worse than the S&P, and biotech has positively crashed. XBI, the biotech ETF is down almost 25% over the past month alone. Do any of you follow this sector, and if so, what are your thoughts?

Got a letter from the IRS saying I hadn't filed my 2020 return. According to the letter, I have a credit for a tax payment. The tax was paid by a check I enclosed in the same envelope as the return! They've asked me to file again. Anybody else experience anything like this or have any advice?

Hi! I have lurked on this forum for years, and finally signed up. I’m half of a mid/late 50s couple. I teach at a state university, and can officially retire in five more years. We are fortunate in a couple of respects. First, I will have a (non-COLA) pension that should be sufficient to meet...