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529 Plan Fridays

This week’s edition of 529 Plan Fridays will answer the question, “What are 529 Plan beneficiary rules?” Tax Partner, Kate Rooney has been sharing her expertise on 529 Plans by answering a related question on Fridays. The first week, she answered, “Should high net-worth individuals consider 529 Plans even if they can afford their child’s education?” In our last post, Kate responded to, “Who are 529 Plans available to?” Stay tuned to make sure you do not miss out on Kate’s expertise.

If you have any questions regarding our Individual Services to assist with the complexities of your financial and tax obligations, contact Kate Rooney at 617-227-6161.

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