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Posts about beneficiary change
What to Know…529 to Roth Transfer in 2024
What to Know…New 529 to Roth Transfer in 2024 Presented by Marc Aarons I hope this email finds you well. You may have seen news reports about a change in the financial planning landscape set to impact parents, grandparents, and other family members who want to utilize 529 plans for college savings. The […]
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