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The College Solution: A Guide for Everyone Looking for the Right School at the Right Price by Lynn O’Shaughnessy

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Maximizing College Accounts

  1. Avoid expensive 529 plans and stick with low-cost plans that you can buy directly.

  2. If you’re not sure how to divide your college accounts among investments, consider using the model portfolios that major mutual fund companies rely on.

  3. You may unleash unnecessary taxes if you don’t know the college account withdrawal rules.

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