Municipal Funds, DPPs, REITs, and Alternatives
Free FINRA SIE (Securities Industry Essentials) lesson in Understanding Products and Their Risks. 18 min read, ~2,716 words.
529 plans: owner controls the account and can reassign the beneficiary; growth is tax-free for qualified education, with a \$10,000/year K-12 tuition cap. 529 forward averaging: a single contribution can front-load five years of gift exclusions, up to \$95,000. ABLE accounts: require disability onset before age 26; \$19,000 annual contribution...
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What this lesson covers
- Content
- Example 1
- Example 2
- Common Mistakes
- Check Your Understanding
- Exam Shortcuts
Learning objectives
- B9
- B10
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