To: Richard Kahn
From:
Sent Mon 11/2/2015 6:05:14 PM
Subject 401K vs 529
Hi Rich.. frey was speaking with me this morning re a 401K for me vs starting
a 529 for ..he is not sure, tax wise, which woul e the most sense...I
really don't know either...I have sent an email to tax man to see if he may
have any wisdom on the matter...Jeffrey also wanted to know how much I rolled
over from my 401k withlimir
i n IRA and when...I transferred from
to on
did Jeffrey speak to you on this?
EFTA_R1_00627794
EFTA02069292