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Mike Heatwole, CFP®, AWMA® Mike Heatwole, CFP®, AWMA®

How 529 Plans Are Becoming Even More User-Friendly

A 529 plan is a powerful way to save for your child’s education, from K-12 to college. These tax-advantaged accounts grow over time, and recent rules allow unused funds to roll into a Roth IRA, giving families added flexibility for long-term financial planning. Learn how 529 plans can work for your family’s goals.

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