Wisdom in Wealth

Strategies, Stories, and Lessons Learned Over the Course of 25 Years Helping Families Plan Their Financial Lives

Family Wealth Unlocked: Two Tax-Advantaged Strategies

POSTED ON March 4th - POSTED IN Tax, 401k, 2024, 529

By William Beynon & John Walker - In my travels, I have yet to meet a person who wishes that their children and grandchildren do worse than they do in life. Universally, I think that all parents want to give their children the best[…]

William Beynon
President & CEO

Co-Author of Wisdom in Wealth.

John Walker, AEP®, CFP®, CAP®
Managing Director | Private Wealth Management

Co-Author of Wisdom in Wealth.

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