There is no minimum amount required.
Options for maximum contribution for individuals (gift tax may apply):
• Option 1: in the year 2016, up to a maximum of $14,000 is tax free.
• Option 2: a maximum gift of $70,000 is tax free, with the understanding that no additional contributions will be made for 5 years.
If you have questions or need more information, please contact Chris Petrik @ 617.298.3900 x21 or email@example.com
Since the day Madeline was born, providing for Madeline's education has been in the forefront of JoJo's mind. The greatest way to honor JoJo's life and legacy is to support this value. Therefore, an education fund has been set up for Madeline in honor of JoJo.
Checks can be made out to:
Ameriprise Financial for the Benefit of
Madeline David 529 Plan
Please send to:
Madeline David College Fund
c/o Christopher Pertick
Ameriprise Financial Services, Inc.
100 Grandview Road, Suite 210
Braintree, MA 02184-2692.