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Ask HTM - Helping Family Regain Financial Footing, Mobile Home Upgrades, & Tax Loss Harvesting For Everyone #751

How to Money

CHAPTER

Opening a 529 Account and Investing Considerations

They discuss the considerations and options for investing in a 529 plan for different age groups, including the decision between a direct sold plan and an advisor sold plan, as well as the choice of which state's 529 plan to invest in. They highlight the importance of checking for state tax benefits and low fees when selecting a plan.

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