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Featuring Kyle Banks from PKS Investment Advisors, this episode discusses how Delaware grandparents can strategically save for their grandchildren's education. Key highlights include recent changes to FAFSA rules, strategic use of the five-year election, opportunities to roll unused savings to Roth IRAs, and consideration of other strategies like directly paying tuition bills. Thanks to Kyle for some great tips for grandparents - your generosity needs strategy!
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INNE ODCINKI W TYM PODCASCIE
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When young adults turn 18, parents and guardians lose their legal authority to act on their behalf—a reality that can create serious complications during emergencies or when support is needed. In this essential episode, attorneys Michele Procino-Wells, Esq. and Amber B. Woodland, Esq. guide young a…
Zastrzeżenie: Podcast i grafika osadzone na tej stronie pochodzą z Procino-Wells & Woodland, LLC, który jest własnością jego właściciela i nie jest powiązany ani wspierany przez Listen Notes, Inc.
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