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Comments, re-posting:
From the blog link in mid-December:
Investment deep-dive today: the “529” plan.
Easily one of the best-kept investment secrets. Particularly for retirees. Yesterday I spent an uninterrupted three hours studying the “529” and how the new SECURE Act affects it — if you are a retiree this needs to be discussed with your financial advisor. I have two financial advisors: my wife and Sophia. My mentor was my father and the elder Forbes. But that was years ago.
From CNBC today:
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