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1099 received for 529 account
1099 received for 529 account Hi Personal Finance, We are in the process of getting rid of some financial planners we have at both Wells Fargo and Morgan Stanley. They were inherited accounts with dedicated FAs for my grandparents who passed (they raised me) and we recently met with a certified financial planner who is helping us escape the fee merry-go-round that we've been...
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