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  1. Secure Act 529 Funds Include Student Loans, Private Schools, Siblings & More

    Secure Act 529 Funds Include Student Loans, Private Schools, Siblings & More

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  2. What is a 529 Plan?

    What is a 529 Plan?

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  3. 86. Demystifying 529 College Savings Plans, College Planning, and Retirement: Insights & Strategies

    86. Demystifying 529 College Savings Plans, College Planning, and Retirement: Insights & Strategies

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  4. NEW RULES: 529 to Roth IRA Conversion Explained! 🚨

    NEW RULES: 529 to Roth IRA Conversion Explained! 🚨

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  5. 529's Not The Only Way To Pay For College #podcast #collegeapplication #college101 #collegeentrance

    529's Not The Only Way To Pay For College #podcast #collegeapplication #college101 #collegeentrance

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  6. IRS Form 1099-Q Distributions from Section 529 Plans

    IRS Form 1099-Q Distributions from Section 529 Plans

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  7. Sunday School with a Certified College Planning Specialist - Episode 1 - 529 College Savings Plans

    Sunday School with a Certified College Planning Specialist - Episode 1 - 529 College Savings Plans

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  8. Secure Act Updates - 2023 (Key Provisions: Required Minimum Distributions & 529 Planning)

    Secure Act Updates - 2023 (Key Provisions: Required Minimum Distributions & 529 Planning)

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  9. Parents with 529 plans continue to push for bill after Crossover Day

    Parents with 529 plans continue to push for bill after Crossover Day

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  10. Saving Money for College

    Saving Money for College

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  11. Section 529 College Savings Plans - How do they Work?

    Section 529 College Savings Plans - How do they Work?

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  12. What Is a Qualified Educational Expense for 529 Plans?

    What Is a Qualified Educational Expense for 529 Plans?

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