Three Years Later: Are Section 529 Plans Right For Your Clients?

Loewe, Raymond D.; Dempster, K. C.
February 2001
Journal of Financial Planning;Feb2001, Vol. 14 Issue 2, p90
Academic Journal
Examines Section 529 plan of the Tax Reform Act of 1997 in the United States which focuses on college savings. Background on the plan; Framework analysis; Effect of the plan on financial aid; Caveats and opportunities associated with the plan. INSET: Should UGMA Accounts Be Transferred?.


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