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Ask HTM - Supercharging Retirement as a Freelancer, HSA for Medical vs Retirement, & “Investing” in Your Primary Residence #934

How to Money

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Navigating 529 Plan Investments

This chapter explores the critical aspects of investing in 529 plans, particularly as families approach educational expenses. It emphasizes the importance of aligning investment strategies with personal goals and timelines, highlighting the risks of aggressive investments as the withdrawal date nears. Through discussions on fund allocation and the flexibility of 529 plans, the speakers provide insights on optimizing educational funding strategies while balancing risk and potential rewards.

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