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Karen Wallace

Karen Wallace, CFP® was Morningstar’s director of investor education.

More From Karen Wallace

Taking advantage of tax benefits by investing in low-cost, smartly designed 529 plans can stretch your college savings dollars.

We tackle reader questions about annual contribution limits, how your contribution amount could be too high, and how the match math works.

Uncertainty surrounding cost inflation and investment performance make it difficult--but not impossible--to estimate how much you should save.

Get a better understanding of these popular college savings vehicles to help you maximize your investment.

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