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Planning Within Reach, LLC

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Financial Blog For Busy Professionals & Impact Investors

April 30, 2024

Rolling Excess 529 Contributions into a Roth IRA [video]

April 30, 2024/ Planning Within Reach/ Linda Rogers
Rolling Excess 529 Contributions into a Roth IRA [video]

Rolling Excess 529 Contributions into a Roth IRA

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April 30, 2024/ Planning Within Reach/ Linda Rogers/
529 Plans, Children, College Savings, Retirement Savings
November 16, 2020

My favorite college savings vehicle

November 16, 2020/ Planning Within Reach/ Linda Rogers
My favorite college savings vehicle

My favorite college savings vehicle explained…

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November 16, 2020/ Planning Within Reach/ Linda Rogers/
Children, College Savings, Grandchildren, 529 Plans, Personal Finance
July 14, 2020

What to expect during the Discovery Meeting

July 14, 2020/ Planning Within Reach, LLC/ Linda Rogers
What to expect during the Discovery Meeting

We just finished our initial call and you decide to move forward. This is what happens next.

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July 14, 2020/ Planning Within Reach, LLC/ Linda Rogers/
529 Plans, Children, Career, College Savings, Estate Planning, Investing, Personal Finance, Retirement Savings
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    • Linda Rogers
    • Virtual Advisors
    • FAQs
    • Media Mentions
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