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Case Study: Superfund a 529 Plan to Reduce Your Estate

Author
Henssler Financial
Published
Tue 25 May 2021
Episode Link
None

Original Air Date: May 22, 2021  

This week on “Money Talks,” the Experts discuss a couple who have a large estate and want to start moving money to benefit their grandchildren but want to avoid gift tax complications. We suggest superfunding a 529 Plan as one option.

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