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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, Lead, Senior Wealth Strategist

Summary

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

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