Spindrift Spiked is now available in select markets. Find it near you.
Spindrift Spiked is now available in select markets. Find it near you.

How Humble 529 Savings Plans Can Be a Tool for the Ultra-Wealthy, Too

Stokes Family Office Managing Partner Doug Stokes was featured in a Barron’s article this week titled How Humble 529 Savings Plans Can Be a Tool for the Ultra-Wealthy, Too. Doug says “These plans are attractive for wealthy families because they provide a way for a parent or grandparent to transfer much more money to a child than they would be able to without incurring gift taxes.”

Click here to read the full article. 

Related Posts

Forbes Names SFO Top RIA Firm
In the News
Read More
The Sounds That Still Echo From 9/11
Weekend Reading
Read More
Forbes Ranks Stokes Family Office #40 Top RIA Firm Nationally
In the News
Read More