anaiah13
anaiah13
03.06.2021 • 
Business

When recommending a 529 Plan to a client, the registered representative should inform the customer about the: A income-phase outs that restrict who can contribute funds to the account B right of the beneficiary to take control of the assets in the account at the age of majority C fact that the contribution might be deductible at the state level D fact that the beneficiary of the account can only be a minor Review

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