Reginald A.T. Armstrong

Estate Planning

Utilizing a 529 Plan as a Wealth Transfer Tool

529 plans are designed for saving for education and are beneficial since contributions accumulate and grow tax-free as long as withdrawals are used for qualified education expenses. But 529 plans may also be part of a wealth transfer strategy. Donors often use 529 plans to give the gift of education, but also because of these additional features:

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Reginald A.T. Armstrong

Other Points of View

Other Points of View: April 2025

Welcome to Other Points of View, our monthly e-zine designed to share thought-provoking...

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Reginald A.T. Armstrong

Other Points of View

Other Points of View: January 2025

Welcome to Other Points of View, our monthly e-zine designed to share thought-provoking...

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