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money:taxes [2020/02/14 07:41]
admin
money:taxes [2020/02/25 10:27] (current)
admin [529 Plan]
Line 231: Line 231:
 ===== 529 Plan ===== ===== 529 Plan =====
 Have to pay federal income tax, but don't have to pay Oregon income tax for up to $2330 of it. Have to pay federal income tax, but don't have to pay Oregon income tax for up to $2330 of it.
 +
 +Earnings grow tax-free when used for qualified educational expenses.
 +
 +=== 2020+ ===
 +$150 tax credit, reached when contributing $600 for my tax bracket. Just doing $1K.
  
 === 2018 === === 2018 ===
Line 441: Line 446:
  
 ^ Expected ^ Received ^ ^ Expected ^ Received ^
-| Chase checking/​savings and brokerage | X, brokerage ​|+| Chase checking/​savings and brokerage | X, brokerage ​|
 | SoFi Invest (probably under apex) | | | SoFi Invest (probably under apex) | |
 | ETrade | X | | ETrade | X |
-| Ally Bank Trading | |+| Ally Bank Trading | |
 | PNC | | | PNC | |
 | HSBC (200) | X | | HSBC (200) | X |
Line 465: Line 470:
 ^ Expected ^ Received ^ ^ Expected ^ Received ^
 | Vanguard | X | | Vanguard | X |
-| M1 Finance | |+| M1 Finance | |
 | Robinhood | X | | Robinhood | X |
 | ETrade | X | | ETrade | X |
money/taxes.1581694892.txt.gz · Last modified: 2020/02/14 07:41 by admin