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Adam Leone, CFP, ChFC

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Articles by Adam Leone, CFP, ChFC

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ByAdam Leone, CFP, ChFC
May 4th 2016

You did everything right: Proactively saved, raised an academically successful kid, and guided your child to the successful completion of her degree. There's just one problem: You've got leftover money in that 529 account.

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    What Can I Do with Excess 529 Balances?

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