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Listen "Expanded Uses for 529 and 529A Plans"
Episode Synopsis
Host Jonathan Hughes talks to Managing Director at Fidelity Investments, Cory Latham, about expanded uses for 529 and 529A plans, including MEFA’s U.Fund and Attainable Savings Plans. They discuss the expanded uses of 529 funds for K-12 expenses and certain credentialing programs, as well as the changes to ABLE accounts, which include expanding eligibility requirements, making certain provisions permanent, and introducing new tax benefits.
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