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
READ MORELast 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
READ MORELast week, Tax Partner, Kate Rooney, answered “What are some cautionary flags to be aware of with 529 Plans?”. Today she’ll share an example of a taxable 529 Plan distribution. With today’s circumstances, you may
READ MOREIn February, Tax Partner, Kate Rooney started sharing insights from one of her presentations on 529 Plans. Previously, Kate had answered, “Should high net-worth individuals consider 529 Plans even if they can afford to cash
READ MOREHear from Tax Partner, Kate Rooney, as she shares her insights and guidance around 529 Plans. Today, Kate addresses the question, “What are Qualified Education Expenses (QEE)?” In our previous post, Kate answered, “What are
READ MORETax Partner, Kate Rooney, has been sharing her expertise on 529 Plans by answering a related question on Fridays. Today, Kate will respond to the question, “What are the limits on 529 Plan distributions prior to
READ MOREThis 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
READ MORELast week, we introduced 529 Plan Fridays, in which Tax Partner, Kate Rooney will answer one question each week about 529 Plans. In January, Kate presented on this topic which generated a Q&A session specifically about
READ MOREKate 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
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