EFTA01795932.pdf
dataset_10 PDF 48.5 KB • Feb 4, 2026 • 1 pages
From: Jeevacation <jeevacation@gmail.com>
Sent: Monday, November 29, 2010 5:37 PM
To: drsra
Subject: Re:
Joint
Sorry for all the typos .Sent from my iPhone
On Nov 29, 2010, at 10:11 AM, drsra wrote:
Question. Should I pay John's tuition for next semester from available cash in a joint savings account or from the 529
plan I set up for his college. 529 has just over $40,000.00, which is 4 semesters worth of tuition. Don't have enough left
from Steve Alexander-only cash (have just over $5,000.00 and I use it for Trent's fees). I don't think it matters as long as
a PNC judgment can't take cash in joint accounts, but it still may be better to save 529 and use joint cash because it
reduces my total net worth on paper. I'm inclined to use joint cash and save the 529 funds, but I don't know if one way
is better. Do you? (Either way, I send the school a check, and if I use 529 funds the fund sends a distribution check to
me for that amount.►
1
EFTA_R1_00131429
EFTA01795932
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