Insights
Tag: Appreciated Stock
August 15, 2023
Funding Graduate School by Gifting Appreciated Stock
If you have a student attending graduate school this fall, the tuition payment due date is quickly approaching! Clients who plan on funding all or a portion of the tuition for adult children or relatives often ask what the optimal funding method is – especially if other allocated savings, such as 529 College Savings Plans [...]
Contributions from: Katie Berntson, CFP®
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