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Roll Kids’ 529 Plans Into Roth IRAs?

By Natalie Hayes Schmook, MBA, CFP, CVA, Hayes Wealth Advisors Q:  What is this 529 plan rollover? A: At the start of 2023, the Secure 2.0...

Three Things You Should Know About 529 Plans

By Natalie Hayes Schmook, MBA, CFP, CVA If you are an optometric professional who has children, chances are you’ve heard of 529 plans as a...
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