529 plan
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Senior Tax Strategist – Abby Donnellan CPA The SECURE 2.0 Act of 2022, signed into law on 12/29/2022, builds on the prior SECURE Act of 2019 and focuses on helping Americans save for retirement. Below…
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A 529 plan can be an ideal option for families who want to save money to pay for their child’s future college education. All of the money contributed to these plans grows tax-deferred and qualified withdrawals are…