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Fee-Only College Planning - GW Financial, Inc. - Reno, NV
College Planning
Retirement Planning
Blog
Client Wheelhouse
Contact Us
Schedule a Call
College Planning
Retirement Planning
Blog
Client Wheelhouse
Contact Us
Schedule a Call

College Planning

Retirement Planning

Investment Management

Special Situations in QTPs: What to Do with Leftover Funds and Family Transfers
College Planning GW Financial, Inc. 7/16/25 College Planning GW Financial, Inc. 7/16/25

Special Situations in QTPs: What to Do with Leftover Funds and Family Transfers

Wondering what to do with leftover 529 plan funds? This guide explores smart options like Roth IRA rollovers, beneficiary transfers, and non-college uses—key strategies in modern college financial planning.

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