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If college planning is important to you, then you want to listen to this episode to understand how a 529 plan may be a solution to help you maximize your college savings.

  • 529 Tax benefits
  • 529 Rules  
  • Impact on financial aid
  • Alternative Savings Strategies
  • What if my child doesn’t go to college?
  • What if my child receives a full ride?

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Lucas Casarez is a Certified Financial Planner™ Professional serving tech professionals virtually out of Fort Collins, CO

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