This was originally published on Sept. 27, 2013. It is part of 12 Days of Wealth Management: The Year in Review.
With the new school year now in full swing, my clients are focusing on how to save for college and the best way to use their 529 plan dollars. In my conversations, it has become apparent that making any of these five mistakes could cost your clients money, create unnecessary tax bills, and just make you look bad.
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