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Listen "529 Plans – Overview and Important Changes"
Episode Synopsis
On this week’s episode of Educational Insights, Robert Moody breaks down the latest updates to 529 plans, including new tax benefits, scholarship withdrawal flexibility, and even the ability to roll unused funds into a beneficiary’s Roth IRA. These changes give families more control than ever over education and retirement planning, with several little-known rules that […]
The post 529 Plans – Overview and Important Changes first appeared on Fi Plan Partners.
The post 529 Plans – Overview and Important Changes first appeared on Fi Plan Partners.
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