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Estate Planning with 529 Plans: 4 Things to Ask

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Planning for the future can be a complex process to navigate. Here are some questions to ask when planning your family's financial future.


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Resources to help you learn

Frequently Asked Questions

Find answers to the most common questions about 529 plans.

Smart Savers Academy

Tune in to a live episode and ask questions of the presenter, or watch a previously recorded webinar below.

Invest529 Portfolio Performance

Review and compare historical returns of Invest529 portfolios.