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Using 529 Plans for Multigenerational College Planning
Investing
Craig Toberman, CFA, CPA, CFP®

Using 529 Plans for Multigenerational College Planning

529 plans are one of the most used tools for helping families cover the cost of college or trade school. They’re well-known for their tax advantages when saving for higher education costs, but did you know that you can also use them to preserve generational wealth?

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