Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

529 Plans for Education

529 Plans: For Education and Transferring Wealth

By utilizing 529 plans, families can cultivate a lasting tradition of educational prosperity from one generation to the next. With three savvy strategies for lowering tax burdens when transferring wealth between beneficiaries, parents and grandparents are empowered to set up their loved ones for success. Learn more!

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