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Jonathan Thomas Talks Tax Benefits of 529 Plans with Forbes

LVW Advisors Private Wealth Advisor Jonathan Thomas, CFP®, recently discussed with Forbes the key tax benefits of 529 Savings Plans. Jonathan highlighted how these state-sponsored plans can help families save for education while taking advantage of potential state tax deductions for contributions. He emphasized that the tax benefits vary by state, with many offering deductions up to specific limits, which can provide valuable savings.

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Financial Planning

Jonathan Thomas Talks Tax Benefits of 529 Plans with Forbes

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Investing

The U.S. Economy and Markets under Republican Control: Implications of the 2024 Election

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Team Highlights

LVW Advisors CEO and Founder Lori Van Dusen Participated in Two Noteworthy Rochester Community Events

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