Back to Recent Posts

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 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