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Student aid comes in many forms, from special loans and grants to work-study programs.
Some advisors are recommending that clients terminate or rollover their kids' 529 plans in order to realize a tax loss. Before you jump on this bandwagon, be aware of the three major pitfalls that await the uninformed.
The flexibility of 529 plans gives consumers plenty of options. But a little extra work is needed to find the most suitable one.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025