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Featured Professional Articles
Save it forward: States that allow you to carry benefits into future tax years
There are a few states that allow account owners to make a large contribution and claim their tax benefit in future years.
Does a financial advisor deserve their 529 commission?
One of the most common questions from advisors is, "How can I justify my fee?" But it shouldn't be a question at all.
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View tax forms and information concerning the reporting of 529 plan distributions on the federal income tax return.
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|529 Pro Update|
This twice monthly newsletter is essential for financial professionals who want to stay up-to-date on the latest strategies and industry news.
- 12/30: Rhode Island launches RI's ABLE plan
- 12/28: Alaska launches Alaska ABLE Plan
- 12/28: Kentucky launches STABLE Accounts for residents with disabilities
- 12/15: Oregon launches ABLE Savings Plan
- 12/15: Oregon launches ABLEforAll plan