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529 Plan Fridays

Kate Rooney is passionate about helping her clients achieve financial security by using the right tax planning tools and strategies. Whether sharing information about new tax rules, advising on wealth transfer strategies or solving an unexpected tax issue before it becomes a problem, Kate is committed to knowing her clients’ needs and what drives them.

One area of expertise for Kate is helping clients financially plan for college. In January, Kate presented on this topic which generated a Q&A session specifically about 529 Plans. Each week, we will share answers to possible questions you might have.

Posted In: Resources