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Those 529 College Savings Plans Can Be a Flexible Way to Transfer Wealth

The 529 college savings plan is a flexible way for families to transfer wealth and may become more valuable if Congress passes Biden’s proposed tax increases. ....

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Advisors Look for Ways to Lessen Biden's Proposed Retroactive Capital Gains Tax Hike

President Joe Biden is calling for a 39.6% top capital gains tax rate, retroactive to the date of announcement. Here’s how financial advisors are responding. ....

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