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I believe he can make contributions from a brokerage account to a 529 but I'm not sure what the tax implications would be. As you mention, the difficulty is the stocks. 529's only take cash contributions so it would seem he'd have to cash out of the stock. Where's barettafan when we need him??
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Nick
Last edited by cabmandone; 02-28-2025 at 05:15 PM..
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