TITLE

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

AUTHOR(S)
Loewe, Raymond D.; Dempster, K. C.
PUB. DATE
February 2001
SOURCE
Journal of Financial Planning;Feb2001, Vol. 14 Issue 2, p90
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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?.
ACCESSION #
4089331

 

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