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States Push Back On 529 Plan Churning With Withdrawal LimitsStates like Montana, Wisconsin, Utah, and Michigan have rules in place to curb this strategy. ・Families should understand their state rules to avoid unexpected penalties. 529 plan churning is ...
Pennsylvania 529 Investment Plan 3. Ohio CollegeAdvantage Direct 529 Savings Plan 2. New York's 529 College Savings Program — Direct Plan 1. Utah Educational Savings Plan (UESP) ...
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