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Financial Planning > College Planning

529 Planning

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

Webcasts

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States Roll Out 529 Plans for Disability Expenses
Advisor-Sold 529 Plans Lose Market Share Even as Assets Grow
4 Tax-Efficient Ways to Pay for College, Pt. 2: 529 Plans and Trusts
Bills on 529 plans, small biz taxes head for House vote
Bills on 529 plans, small biz taxes head for House vote

Podcasts

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

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College Planning: Correcting the Great 529 Plan Mistake, Penalty-Free
RIAs want more investment options in 529 plans
RIAs want more investment options in 529 plans
529 plan assets continue to grow
529 plan assets continue to grow