“Funding 529 with employer assistance grant money”

Item: Funding 529 with employer assistance grant money
Rating: 5
Author: u/Screen_mirror98

What Actually Happened

I was able to fund 529 with employer assistance grant money and received tax deduction

What I wish I knew

"Check grant rules before contributing"

Advice to Someone Facing This Now

If I could tell you one thing

"Consult tax professional for guidance"

Regret Index

5/10

Significant downsides.
Complicated feelings about the outcome.

SettledMixedSevere

Advice for Someone Facing This

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Discussion

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financial Category

1,621

financial decisions logged. Avg regret 5.4/10 across the category.

Same Outcome Band

13%

of financial decisions land in the mixed band the same as this one.