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Excess 529 plan withdrawl

If a taxpayer does not qualify for education tax credits (American Opportunity / Lifetime Learning /...

FAFSA Appeal for incorrect EFC

My son has been eligible for the past 2 years for the Federal Pell Grant. He was denied the grant fo...

529 Establishment prior to child being born

If you were a childless couple and want to establish 529 for each spouse and each spouse would be th...


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guide to college savings planning

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