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Education Planning

7 Different Ways a 529 Plan Can Be Used

529 plans are great investment vehicles to save for education expenses while remaining tax-sheltered, when used for qualified expenses. Thanks to the Tax Cuts and Jobs Act of 2017, there are even

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Does Planning End at Retirement?

Essentially, there are two phases in your adult financial life: accumulation and distribution. From your graduation through the collection of your final earned income paycheck, you are in the accumulation phase, during

Insights

7 Different Ways a 529 Plan Can Be Used

Does Planning End at Retirement?

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