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529 Planning

Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.

Webcasts

Attend free webcasts to get the info you need to solve business challenges!

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How Much Do Families Leave Behind by Not Using 529 Plans?
Top 8 Direct-Sold 529 Plans: Savingforcollege.com
8 Best RIA-Sold 529 Plans: Savingforcollege.com
529 Savings Plan Assets Swell to a Record $319 Billion
Less Than a Third of Americans Know What a 529 Plan Is: Edward Jones

Podcasts

Listen to free podcasts to get the info you need to solve business challenges!

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GOP Tax Bill Bolsters 529 Plans
Morningstar’s Good and Bad 529 Savings Plans in 2017
House Bill Would Let Students Pay Off Loans With 529 Plans
States Roll Out 529 Plans for Disability Expenses
Advisor-Sold 529 Plans Lose Market Share Even as Assets Grow