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  2. Franklin Templeton Investments - Wikipedia

    en.wikipedia.org/wiki/Franklin_Templeton_Investments

    Franklin Resources, Inc. [1] Franklin Resources, Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. It is listed on the New York Stock Exchange under the ticker symbol BEN, in ...

  3. How My 529 College Savings Plan Worked For Me

    www.aol.com/finance/529-college-savings-plan...

    “If the original beneficiary on a 529 plan account does not need the funds for any form of higher education, the beneficiary can be changed by the account owner, with no tax consequences, to a ...

  4. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    Franklin Templeton Investments. Website. www .putnam .com. Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. [2]

  5. UGMA vs. UTMA vs. 529 Plans: Which One Should You Choose? - AOL

    www.aol.com/finance/ugma-vs-utma-vs-529...

    Choosing between UTMA/UGMA and 529 plans requires careful consideration of your priorities and long-term goals for your child’s future. UTMA/UGMA accounts offer greater flexibility and broader ...

  6. Guaranteed Education Tuition Program - Wikipedia

    en.wikipedia.org/wiki/Guaranteed_Education...

    The Guaranteed Education Tuition Program, or GET Program, is one of two 529 college savings plans administered by Washington College Savings Plans (WA529). WA529 is part of Washington Student Achievement Council, an agency of the U.S. state of Washington for residents of the state. GET is a 529 prepaid tuition savings plan, while Washington's ...

  7. 529 plan vs. Roth IRA: Here’s how families can use ... - AOL

    www.aol.com/finance/529-plan-vs-roth-ira...

    While the maximum contribution in each state’s plan may differ, any contributions over the maximum gift tax exclusion – $18,000 for 2024 – could make you liable for gift taxes. In contrast ...

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