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SECURE 2.0 Act: 529 Deep Dive

Jennifer Baick

MBA, CFP®, CDFA Senior Director, Financial Planning Group

Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®

Director, Financial Planning Research & Education

Summary

For more information and resources about the SECURE 2.0 Act, please visit our dedicated resource page.

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