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Year End Planning With 529 Plans From A G Edwards
A G Edwards explains how 529 plans offer tax advantages and control for funding education. Upfront five year gift options can exceed annual exclusion limits, shifting gift taxes and estate considerations. Compare custodial accounts and 529 plans, and consult a financial advisor before converting accounts or transferring funds.
MENTIONED IN THIS ARTICLE
A. G. Edwards
A.G. Edwards & Sons
A.G. Edwards & Sons, Inc
St. Louis
Missouri
States
District of Columbia
London
West College Boulevard
Suite B