529 Plan Fridays
Last week, Tax Partner, Kate Rooney, shared an example of a taxable 529 Plan distribution. Now that we have answered some FAQs and provided an example, let’s see what a 529 Plan looks like in action.
For individuals and families, our objective is to minimize your tax payments, preserve wealth and achieve your long-term goals. Please email us at info@edelsteincpa.com for more information on 529 Plans or any other assistance you may be seeking. To see all of our 529 Plan Friday posts, click here.
Posted In: Resources
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