Beacon's Spotlight

National 529 day (S1 Ep4)


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It's national 529 day and I'm going to review some important trends regarding education expense and savings. Then I jump into some state by state differences. And finally, I highlight a recent allowance in 529 plans to utilize account balances to pay down student loans while receiving an income tax deduction.

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Beacon's SpotlightBy David Rotatori