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529 College Savings Plan

529 College Savings Plan is the basic plan where you can start saving for Education. Balaji Rao is the financial advisor in Irvine, California who provides 529 College Savings Plan with other financial services.

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529 College Savings Plan

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  1. Balaji Rao | Financial Advisor 529 College Savings Plan email – brao@wradvisors.com web – balajirao.wradvisors.com Call : (949) 981-3981

  2. 529 College Savings Plan Education is one of the most important pillar of our life as it helps us in making ourselves a presentable person. 529 College Savings Plan is a basic plan to save money for education with strong tax advantages. Under this plan your money will grew tax free and withdraw for education expenses is also tax free. Some features of 529 Plan: • Control, Flexibility and Transferability • High contribution limits, No income restrictions • Tax and Estate Planning Advantages email – brao@wradvisors.com web – balajirao.wradvisors.com Call : (949) 981-3981

  3. Balaji Rao | Financial Advisor Balaji Rao is the financial advisor in Irvine, California who provides a wide range of financial services. He is practicing and providing financial services since 2001, so he has a great knowledge and experience in the financial market. Balaji Rao understands that things that are important for a person are not just things, they are a part of life and for such things Mr. Rao can help you to protect them by providing financial plans. Mr. Rao provides 529 College Savings Plan to the clients for better future of their children and for themselves. email – brao@wradvisors.com web – balajirao.wradvisors.com Call : (949) 981-3981

  4. Financial Services by Balaji Rao • 529 College Savings Plan • Retirement Plans • Investment Planning • Estate Planning • Tax Resources • Risk Management Services • Financial Planning • Gifting and Giving Strategies email – brao@wradvisors.com web – balajirao.wradvisors.com Call : (949) 981-3981

  5. Contact Details Irvine, CA Office 16755 Von Karman Ave ste 200 Irvine, CA 92606 Phone – (949) 981-3981 Website – balajirao.wradvisors.com z

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