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BAM Intelligence

Is COVID-19 Creating An Education Planning Crisis?

Both as an advisor and a parent of teens, I asked one of the most knowledgeable people I know on the topic of college planning, my colleague Dave Ressner, a wealth advisor and education planning specialist. And he answered. Read more

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The SECURE Act and Student Loan Repayments: The Gift of Options

The SECURE act expands qualified education expenses under the rules governing 529 college savings plans that affect families saving for college or paying off student loans. Read more

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Qualified Education Expenses and 529 Accounts — Miguel Gomez

Miguel Gomez, Lauterbach Financial Advisors, El Paso, Texas There are several reasons people use 529 plans to save for their children’s education. For example, the account owner (typically the child’s parents, but it can also be other family members) keeps… Read more

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