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Moves

A Grandparent's Guide To 529 Plan Ownership

By Lynn O'Shaughnessy · WealthManagement.com ·

Image: WealthManagement.com

You can help your generous older clients make the right move by understanding the different scenarios.

Summary as published by WealthManagement.com
Read the full story at WealthManagement.com →

Financial ADVSR links to reporting from across the industry. This story was reported by WealthManagement.com. Financial ADVSR is not affiliated with WealthManagement.com. Updated every 10 minutes.

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