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Financial Planning / Tax Strategies


Subject:  Custodial Accounts/Transfer/College Aid Date:  6/24/2011  3:15 PM
Author:  ORA100 Number:  113578 of 123001

I set up two Custodial Accounts for my son's education. He just finished his freshman year of high school and will be a sophomore next year. Since the accounts could affect the amount of financial aid he receives I was thinking about maybe transferring the custodial accounts to a 529 plan. I know I would have to sell the two accounts and that would genera