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1 contribution to RIA Operators
26d ago in
529s
Anyone doing 529s and if yes, who with. Our custodian isn't interested.
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New comment 19d ago
1 like • 21d
https://my529.org Is the best! (Unless you live in a state that gives specific benefits mine doesn’t and my state plan sucks)
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@paul-mcwilliams-2042
I’m a pastors kid, turned financial advisor for pastors and church organizations.
Active 6d ago
Joined Jan 2, 2024
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