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529 Plans: How to Fund College Without Overcommitting Your Retirement

529 Plans: How to Fund College Without Overcommitting Your Retirement

529 plans are powerful tools, but overfunding them can create tax headaches and divert dollars from your own retirement security.

We help families right-size college contributions based on expected costs, financial aid impact, and multi-child timelines.

Your retirement comes first. College planning should fit around that priority—not replace it.

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