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For most families, 529 plans play an important role in college planning. Here are the questions other advisors asked our expert, Lynn O’Shaughnessy, about 529s, along with answers that you can share with your own clients.
Use our expert’s “College List Blueprint” to help clients with college-bound teens come up with a list of schools that match their child’s educational goals as well as meeting their financial criteria.
See which of your clients is eligible for this Secure Act 2.0 provision.
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