Posts Tagged ‘529 Plan’

529 Plan Fridays

Tax Partner,┬áKate 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

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Posted In: Alerts & Advisories, Resources

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

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Posted In: Resources

529 Plan Fridays

Last 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

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Posted In: Resources

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

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Posted In: Resources