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Sage Wealth Advisors LLC
Kathleen AAnderson CFP™
26 Zora Rd
Marion, MA 02738
Phone:
508-748-2550
Fax:
508-408-0312
E-mail:
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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