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A lesson in college savings
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“Back to school” doesn’t have to mean more debt. Here’s why clients should consider a 529 college savings plan.
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Build confidence taking 529 plan distributions
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529 plan distributions can be confusing. And knowing how — and when — to take them can be critical for participants.
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The SECURE Act expands 529 plan benefits
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It’s challenging for families to predict exactly what educational expenses will be. But the SECURE Act provides more flexibility.