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Intro to 529

Intro to 529

Reviewed by Chris Stack, Esq. | July 14, 2021

Reviewed by Chris Stack, Esq. | July 14, 2021

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College Savings 101

What is a 529 plan?
What are the benefits of a 529 plan?
529 gift and estate tax benefits
How to pick the right portfolio for your 529 plan?
Which is the best 529 plan?

Does a 529 plan affect financial aid?
Can I have 529 plans from multiple states?
Can I use 529 plans outside of my state?
What if I don't use my 529?
Can I use 529 plans for K-12 tuition?

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