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In October 1992, Franklin acquired Templeton, Galbraith & Hansberger Ltd. for a reported cost of $913 million, leading to the common name Franklin Templeton. [8] Mutual fund pioneer Sir John Templeton was the owner of Templeton, Galbraith & Hansberger Ltd together with his son Dr. John Templeton and John Galbraith who together owned 70% of the ...
Rupert Johnson was born in 1941, the son of Rupert Harris Johnson (1900-1989) and Amybelle Siler. His brother, Charles, is the chairman at Franklin Resources. [3] Johnson graduated from Washington and Lee University, then served as a Marine. [3] [4]
In 2021, Franklin Templeton Investments acquired Legg Mason for $4.5 billion. [14] As Clarion was a subsidiary under Legg Mason, it has now become a subsidiary under Franklin Templeton Investments. [15] On September 11, 2005, Co-founder Weisz passed away. [16] On May 13, 2014, Co-founder Sullivan retired from the firm. [4]
A 529 plan has an owner and a beneficiary, but they can be the same person. The owner chooses the beneficiary, selects the investments and determines when withdrawals will be made.
Plans are administered at the state level, which means the rules and investment options differ from state to state. ... Say this couple have two kids and each has a 529 plan with $36500, they’d ...
Excess 529 plan contributions can now take on a whole new purpose besides education costs that could prove even more valuable to the beneficiary.
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