MFOHome About Commentary Discussions Funds The Best Resources Support Us!

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In Register

Categories

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

The Tax Risks Of Clients' Overfunding Their 529 Savings Plans

TedTed
in The Bullpen
FYI: Make sure clients set aside the right amount to optimize savings and avoid unnecessary taxes and penalties.
Regards,
Ted
http://www.investmentnews.com/article/20150717/BLOG09/150719907?template=printart
Sign In or Register to comment.