College savings 529 plans are expected to flourish over the next five years, with assets more than doubling over the period. The high expectation for growth can largely be attributed to the passage of the Pension Protection Act in August, which made the plans' tax breaks permanent and simplified proposed rules on suitability and disclosure.
Becoming a Rainmaker - Getting a Downpour of Serious Money
Only a very few financial professionals who target the affluent are bringing in 10 or more new affluent relationships each year. This book shares the Mindset, Activities and Skills of the Rainmakers who consistently achieve this level of success. Click here.