"Education Planning" Workshop, 5-27-2021

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In honor of National 529 Day on 5/29, Jason Dahl, our Director of Financial Planning Services, and Dennis Elias, our Senior Financial Planning Associa...

Дата загрузки:2021-06-05T02:10:12+0000

Издатель
In honor of National 529 Day on 5/29, Jason Dahl, our Director of Financial Planning Services, and Dennis Elias, our Senior Financial Planning Associate, discuss the investment vehicles to leverage when planning for the costly education years for children, grandchildren, and loved ones. They provide an overview of the various ways to save for education costs, with an emphasis on 529 plans, and also cover UTMA and UGMA accounts, Coverdell ESAs, Roth IRAs, and public funding options.
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Transsion Holdings
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