Edward C. Goldstein, CFP, President
One Greentree Centre, Suite 201
10,000 Lincoln Drive East
Marlton, NJ 08053
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I receive many questions over time asking me about what qualifies as an allowable 529 Plan educational expense, as well as the eligibility of certain educational institutions that may be vocational or outside the United States.
Young families with an eye to the future are faced with a daunting choice – to save earnestly for a secure retirement or to save for their children’s education. Can you do both?
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