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  2. UNest raises $26M Series B to help parents save for their ...

    techcrunch.com/2021/11/17/unest-raises-26m...

    The company originally offered tax-advantaged 529 college savings plans to parents, but now provides custodial accounts to its customers instead, which allow parents to save for a more flexible ...

  3. 529 plan - Wikipedia

    en.wikipedia.org/wiki/529_plan

    A 529 plan, also called a Qualified Tuition Program, [ 1] is a tax-advantaged investment vehicle in the United States designed to encourage saving for the future higher education expenses of a designated beneficiary. In 2017, K–12 public, private, and religious school tuition were included as qualified expenses for 529 plans along with post ...

  4. 529 plan vs. Roth IRA: Here’s how families can use both to ...

    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 ...

  5. How to pick the best 529 plan - AOL

    www.aol.com/finance/pick-best-529-plan-173608708...

    Here are five of the top 529 plans: Ohio’s 529 plan, CollegeAdvantage. New York’s 529 plan, Direct Plan. Wisconsin’s 529 plan, Edvest. West Virginia’s plan, Smart 529 WV Direct College ...

  6. 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 ...

  7. Jenny Johnson (businesswoman) - Wikipedia

    en.wikipedia.org/wiki/Jenny_Johnson_(businesswoman)

    Jenny Johnson (businesswoman) Jennifer Morrow Johnson (born 1964) is an American business executive who is the current president and chief executive officer (CEO) of Franklin Templeton Investments, a company founded in 1947 by her grandfather, Rupert H. Johnson Sr. In 2023, Johnson ranked 61st in the Forbes list of World's 100 Most Powerful ...

  8. Is it better to max out retirement accounts, contribute to ...

    www.aol.com/finance/better-max-retirement...

    Investing in a 529 plan offers you tax savings to do that (the specific rules depend on your state). These state-sponsored tax-advantaged plans come in two main types: education savings plan and ...

  9. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    Putnam Investments. 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] Putnam is currently a subsidiary of ...

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