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A college savings deduction just for Iowans

Mutual fund investors know all about high “loads” for investing in popular funds. It would be nice to have a fund vehicle where you receive a load, rather than pay one. Actually, there is one vehicle...

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10,9,8,7… Countdown to a College Savings Iowa gift

A countdown of year-end tax planning ideas in Iowa has to include a contribution to College Savings Iowa. CSI is a state-sponsored Section 529 plan investing primarily in low-cost Vanguard funds. CSI...

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