Don't Fall into These Traps: The Ultimate Guide to 529 Account Mistakes

Don't Fall into These Traps: The Ultimate Guide to 529 Account Mistakes

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A 529 plan is a great tool to help fund your child's college expense, but it's also easy to make mistakes that keep you from maximizing the full potential of this program! We cover 529 basics in this informative session and we will discuss the various pitfalls to avoid when it comes to distributions. It's all about ensuring a smooth and successful experience for you and your loved ones. So, let's delve into some key points to maximize your 529 plan effectively.

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529 Plan Tax Benefits by State- https://www.morningstar.com/personal-finance/how-do-your-states-529-tax-benefits-stack-up

Secure Act 2.0- https://youtu.be/ycigBOmp868

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