Masood Vojdani

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NEWS INDUSTRY NEWS JUL 20, 2015
The tax risks of overfunding your 529 college savings plan

Make sure you set aside the right amount to optimize savings and avoid unnecessary taxes and penalties.

The tax risks of clients' overfunding their 529 savings plans
YOUR PRACTICE PRACTICE MANAGEMENT JUL 13, 2015
The tax risks of clients' overfunding their 529 savings plans

Make sure clients set aside the right amount to optimize savings and avoid unnecessary taxes and penalties.