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Learn from the past, set vivid, detailed goals for the future, and live in the only moment of time over which you have any control: now.

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August 2016

The use of 529 college savings accounts in estate planning

The greatest tax advantage of Section 529 college savings accounts is that it is permitted for them to increase earnings without being subject to federal tax, and generally not to state income tax either. When the account beneficiary reaches college age, tax-free withdrawals can be made to finance the beneficiary’s qualified college expenses. Although 529 […]

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