Category Archives: Finance
Dustin Rinaldi on tax changes: 529 plans
Thanks to the Tax Cuts and Jobs Act of 2017, Section 529 plan savings may now be used for K-12 tuition as well as for higher education costs. Over 20 years ago, federal lawmakers authorized states to create tax-exempt “qualified
Meet Dustin Rinaldi Naples FL
Dustin Rinaldi, cfp®, awma®, ea Founder & Wealth Advisor CERTIFIED FINANCIAL PLANNER™ FINRA Series 7, 63, and 65 registrations¹ Life, health, and annuity insurance registrations College of Financial Planning Accredited Wealth Management Advisor Enrolled Agent tax advisor recognized by
