#EducationSavings | Taxfi Solutions

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Children with backpacks standing in front of a yellow school bus, representing K–12 education expenses that can be covered by a 529 plan.

Children with backpacks standing in front of a yellow school bus, representing K–12 education expenses that can be covered by a 529 plan.

How to Use a 529 Plan to Pay for K–12 Education and Score State Tax Benefits

Christian Wolff

Nov 52 min read

Young woman wearing a graduation gown and cap, smiling proudly outdoors, symbolizing educational achievement and the successful use of a 529 plan.

Young woman wearing a graduation gown and cap, smiling proudly outdoors, symbolizing educational achievement and the successful use of a 529 plan.

Rolling Over 529 Plan Funds to Roth IRAs

Christian Wolff

Aug 64 min read

Goalkeeper in mid-air dive making a dramatic save to stop a soccer ball from entering the goal, symbolizing protecting financial goals.

Goalkeeper in mid-air dive making a dramatic save to stop a soccer ball from entering the goal, symbolizing protecting financial goals.

Set Clear Financial Goals: Aligning Investments with Your Future Plans

Christian Wolff

Apr 283 min read

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