December 3, 2021 | R. W. Rogé & Company

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August 4, 2021

529 Plans: More Than the Gift of Education, an Estate and Tax Planning Oasis

By Steven M. Rogé, MBA, CFP®, AIF® Managing Director & Chief Investment Officer Giving the gift of education is a wonderful endeavor, and a frequent financial planning goal of our clients. For those not familiar, a 529 plan is a state administered, tax-advantaged educational savings account in which you would ideally contribute after-tax money to...
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