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Your Money, Your Wealth — Why Would a Tax Advisor Discourage 529 Plan College Savings? - 452
Not scored yet39m·2023-10-24·Money

Why Would a Tax Advisor Discourage 529 Plan College Savings? - 452

Your Money, Your Wealth · 452

Why does Becca in Florida's advisor "poo-poo" her strategy for funding 529 plans for education? Keith, commenting on Spotify, wants to know about reimbursing yourself from a 529 plan for the scholarship amount used for education without penalty, and Wendy way up in New York wants to know if she should use retirement…

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