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OMG, My Student is Now an Adult!

College Planning, Financial Education, Retirement SavingsBy Kristi SullivanFebruary 6, 2023

As the parent or grandparent of young children, you might be thinking about the best way to save for college.  529 plans, introduced in the 1990s, are a great way to shelter investment for college from taxes.  BUT, as with all things there are drawbacks. One worry clients routinely express is, what if they overfund…

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