The Many Faces of 529s

Cross, W. Thomas
July 2002
Advisor Today;Jul2002, Vol. 97 Issue 7, p26
Trade Publication
Discusses the tasks of helping the clients in the selection of the correct saving plan and investment choices given to them. Role of strategy in the decision-making process of a client; Designs of the state plan offered in the market; Web site which offered information on state plans.


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