Category Archives: Wealth Management

Section 529 – Tax-Advantaged Higher Education Savings Plans

Posted on July 5, 2011 by Julie_Dellinger

by Alan McCracken A qualified tuition program or Code Sec. 529 Plan is a tax –advantaged investment designed to encourage savings for higher education expenses on behalf of a designated beneficiary. The 529 plan must be established and maintained by … Continue reading →

Posted in Wealth Management | Leave a comment