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Considering a 529 Strategy for Certain Family Trust Assets

Perspectives Content Submission

Tue, 27 Nov 2012

Many people establish irrevocable family trusts to fund their children’s college tuition and expenses, but the possibility of higher tax rates in 2013 may make this year an opportune time to consider designating a portion of those trust assets to own a 529 college savings plan. Irrevocable trusts a…

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