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My portfolio covers a wide range of topics and I'm always up for a healthy amount of research to learn new things.

My approach to research and editing proves that partnership with me pays off!

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The Latest 529 Plan Rule Changes: What’s New for 2024

May 20, 2024

Learn about the latest 2024 rule changes for 529 Plans, Roth IRA rollovers, and other changes to maximize your benefits.

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